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Happy Thanksgiving

Happy Thanksgiving

November 16, 2023

Happy Thanksgiving!!


We can’t believe we are already writing this letter again, this year sure flew by; we are not sure how we are already preparing for the New Year ahead!  Thank you all for another wonderful year, it is always our pleasure to be able to continue to work with each and every one of you. 


Here are the 2023 highlights:


Stephanie joined our team in February.  She has been busy training with Jeannie, Heather, and Nicole in getting to know all of you.  Stephanie is attempting to fill Jeannie our awesome “Office Goddess” shoes.  Since May, Jeannie has been spending her time consulting for us. 


Last year I shared that Susan got engaged, the big day happened in July; it was a breathtaking celebration, a gorgeous hot day, and amazingly it was one of the few weekend days we had this summer that did not rain!! 


Our focus for 2023 was getting PII (permission to disclosure personally identifiable information) forms on file for all clients.  If you have not completed yours with us yet this year, please contact us to further discuss and we will get to work on that for you. 


Heather and I are continuing to work together on client meetings and getting her up to speed on seeing clients, with a focus on the younger generation. 


Have you seen our social media? We are continually working to grow our presence to best connect with you. In addition to receiving the email updates, you can follow us and get the latest market updates, articles & tips through our Website, Facebook, and LinkedIn.


For 2024, we want to make sure that we have good, up to date Contact Information for each of you.  This will be included as part of our upcoming review or as you call into the office. We will continue to schedule zoom and phone meetings online. If you want to meet in person, please give us a call.


The bittersweet news of 2023 is come December Jeanne is retiring after 30 years with me; it feels like just yesterday we started this journey together.  Jeanne is irreplaceable and although we are sad to see her go and will miss having her here, we are excited that she gets to start this new chapter. She has been a joy in our office and we know that she will continue to be a bright light wherever the future takes her.


Thank you for a wonderful 2023.  We wish you a joyous holiday season and look forward to a bright and happy new year.