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Happy Thanksgiving!

Happy Thanksgiving!

November 21, 2022

With Thanksgiving upon us, I want to take a moment to express our immense gratitude to you as a client.

Hopefully this message finds you and your loved ones happy, healthy, and enjoying all the festivities that make the holiday season so incredibly special.


These past two and a half years have certainly been a whirlwind but have also left us much to celebrate. We can't believe we're about to close the chapter for 2022 but are looking forward to all that is in store for 2023! 


Here are the 2022 Updates:


The most important and biggest news is Susan is engaged and will be getting married July 28, 2023. Jerry is a wonderful man, and I can't wait to officially welcome him into our family. Susan, like her mom, is a planner. Who knew!


We are very active on our Social Media Platforms Facebook, LinkedIn and Twitter and would love for you to follow us if you haven’t done so already. There you’ll find the latest market updates, five-star financial planning tips, useful articles, and of course, Merlin! If you’ve recently updated your email address, please let us know so we can ensure you’re receiving our monthly newsletters.


I am excited to share with you that Heather is going to start seeing clients in 2023, with a focus on the younger generation.


A heartfelt thank you for welcoming Nicole onto our team this past year as our Assistant. She plays such a vital role on our team with scheduling meetings and gathering all necessary information for planning.


As we head into the new year, we are continuing to keep in-office meetings limited. We have the ability to connect via Zoom or by phone call.


Friendly reminder regarding the Personally Identifiable Information (PII) Form – please have all members of your family who are on accounts added to the PII Form. Please connect with Nicole if you would like to update the form or have any questions.



Wishing you and your family a wonderful holiday season!