TrueWealth: Kristin Pugh promoted to Director of Learning & Development at TrueWealth LLC

Kristin will oversee all of TrueWealth’s employee training and development efforts. She has been instrumental in setting forth a career path for our wealth advisors and will work closely with various practice management areas to ensure TrueWealth’s learning and development objectives are met. Kristin will continue to work with clients as a senior wealth advisor.