The Otto Group Expands

April 1, 2022 – Sarasota

The Otto Group, a wealth management firm that provides holistic and advanced planning solutions to a select group of families, individuals and business owners, today announced it has hired two seasoned professionals and promoted a third to optimize the firm for its continued growth while delivering an enhanced client experience. This investment in talent will enable The Otto Group to continue its growth trajectory while staying true to meaningful outcomes for its clients and professional partners.

The Otto Group welcomes:
· Kimberlie Buchanan, Client Relationship Director. A Certified Public Accountant and professional advisor for nearly 30 years, Buchanan oversees business development and community activities through partnerships with centers of influence, philanthropic organizations, and clients. A key member of the leadership team, Buchanan collaborates with the firm’s advisors to deliver boutique, personalized wealth management services and solutions.
· Hannah Starr, Private Wealth Advisor. Highly focused on financial planning and servicing the investment needs of the firm’s clients, Starr works with the team to help find appropriate financial solutions for each investor based on their long-term goals and predilection to risk. Starr provides a multi-generational perspective, helping demonstrate to high-net-worth families and individuals that the firm can advise not just existing clients, but their children and grandchildren, as well.

The firm celebrates the promotion of:
· Laurel Corriveau, Client Experience Officer (CXO). With 30 years of professional service experience in banking, legal, and finance, Corriveau now guides practice management for the firm, focusing on daily operations along with business plan creation and execution of marketing, growth, fiscal, and organizational plans. Corriveau is responsible for ensuring that the firm’s advisors are equipped with the meaningful resources, solutions, and support they need to meet the needs of their clients.

“As we look ahead to the increasingly sophisticated needs of our clients, we recognized that it was important to expand the firm to provide a new level of service while strengthening our partner relationships and seeking new business,” said Matt Otto, Managing Director of The Otto Group. “Laurel, Kimberlie and Hannah bring a wealth of knowledge and experience to their distinct roles. Kimberlie is a seasoned professional service firm business development executive and Hannah is a savvy social media influencer with insights and experience in multi-generation wealth management. Laurel is the lynchpin of our firm, having served as client relations director for a number of years, and we recognized the importance of elevating her role. We are excited to see what we can accomplish with this team.”