08/27/2026
Had a lovely lunch 🍹🥢🥟🥠 yesterday, celebrating the wonderful Jessica Pumper's 3rd work anniversary as part of Concierge Financial Planning. I think (hope!) I say thank you at least 5x a day, but I really can't express my gratitude enough for the incredible work you do for my clients and business, every. single. day. You're a total rockstar, and I'm so happy you're by my side, taking such great care of our clients, constantly learning and growing, and always staying positive, no matter what I ask of you (which is plenty). Your work is second to none. Cheers 🥂 to 3…0 (?!?) more years? Ok, maybe 20. You tell me. ☺️🎉