Ursu joins Intentional Wealth Advisors

Intentional Wealth Advisors is adding a new specialist to its staff. Joan Cowley Ursu joins the financial investment firm as an insurance consultant, and brings years of experience as an attorney to the company as well. 

 

She will help clients at the Traverse City firm with insurance solutions for estate planning, business and tax planning, and long-term care. She joins a team of five Intentional Wealth Advisors staff who oversee all aspects of client services.

 

The firm focuses on helping clients achieve long-term financial goals and live good lives.