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Yvonne Franklin

Yvonne Franklin

Manager of P&L's for each business entity

 

Yvonne joined Balance Wealth in 2014 with thirty years of management experience. She says she values the company’s team approach. Everyone brings different strengths to the table and the goal is for everyone to work together and use those strengths to find the best outcome for clients.

It is important for clients to know that David Allen is always looking for the next big thing that will advance them and his team to a higher level, she says. This can mean new products, more training, new tools or additional staff. Collectively, the Balance Wealth team has years of experience and uses it to grow as individuals and as a group.

Yvonne lives with her husband Scott and their four children in Westborough, MA.