06/18/2026
Grateful for the opportunity to spend time on this year's Chairman's Council trip with some of the top financial advisors in the country.
What stood out most were the conversations—time with senior leadership, exchanging ideas with peers, and stepping back to think about how we can continue to better serve our clients.
Just as meaningful, this was my wife's and my first trip away from our two‑year‑old. It reminded me how important it is to be intentional about both our professional growth and personal lives.
Experiences like this reinforce something I've always believed: the best advisors aren't just focused on markets—they're constantly learning, evolving, and staying connected to what matters most.
Looking forward to putting these insights into practice.