Introduce a team member

I work in marketing at a financial advice firm. Help me write a post introducing someone on our team.

Context: Clients choose an adviser they feel they could tell everything to. They look at the person, their qualifications and the kind of people they usually work with.

Before you start, ask me for anything missing from this list:
- Their name, role and what they do for clients
- Two or three things about them in their own words
- A photo description if there is one

Then:
1. Open with what they do for clients.
2. Include one human detail they supplied.
3. Say how to reach them.

Give me:
- The post
- A shorter version for the website team page

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Qualifications and chartered or certified titles, checked as current
- The areas this person is qualified and permitted to advise on
- The person's own approval of the post