Luminate - Newsletter Issue No. 2 August 2024

THE GOLDEN LANTERN

The Golden Lantern award at Luminate is a prestigious quarterly recognition, voted on by all team members, celebrating individuals who profoundly influence the company's vision, culture, and client relationships. This honor acknowledges those who exemplify outstanding dedication and impact within the organization.

The most recent recipient of this esteemed accolade is Financial Planning Analyst Irene Valle !

• Consistently demonstrates a strong work ethic • Irene’s contributions have significantly impacted our team's success • Excellent communicator • Always ready to lend a helping hand to anyone who needs it • Keeps the firm promise by always delivering exceptional client service • She is a HIGHLY organized insurance rockstar!

To read Irene’s bio, visit www.luminatewealth.com/team

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