08/20/2026
Although this trip to Nashville was a few weeks ago now, I feel it is still worth highlighting.
It was in celebration of a major milestone achieved by our small but mighty team: recently surpassing $1 billion in assets that we care for. 🥳
As one of the newest members of the team, I unfortunately can't take any credit for helping reach this specific milestone. The hard work, dedication, and commitment that got us there began long before I joined. That said, I feel incredibly blessed to have been welcomed into both this team and the celebration. And you can bet I'll be doing everything I can to help us reach the next billion-dollar milestone. 💸
While, the numbers are impressive, what matters most is what stands behind those numbers: THE PEOPLE. 🧔 🧑🦱 🧑🦳 👱♀️ 👵
People like Alexandria Miller, CPFA®, who flies across the country to meet with retirement plan participants, creating a personal experience and helping individuals gain access to meaningful financial guidance, many of which never had access to this experience before.
People like Daniel Wotruba, who shows up every day committed to doing the right thing, and moving mountains, for both clients and teammates.
People like Ethan Hausmann, AIF® and Ashley Tomashek, who work tirelessly behind the scenes to ensure everything we do is done the right way and in compliance with the standards our clients deserve.
And people like Tony Powers, AIF®,CFP®,CRPS®, whose leadership philosophy and dedication is to surround himself with talented individuals who make the entire team stronger together.
There are many others who played a role in making this milestone possible, and I'm SO grateful to work alongside every single one of them. ❤️
MOST importantly, none of this would be possible without our clients.
The families 👨👩👧👧, business owners🕴, employees, and organizations who trust us to help them navigate some of life's biggest financial questions:
❓ How can I improve employee retention through a stronger benefits offering?
❓ How can I protect my family if the unexpected happens?
❓ How can I make a greater impact on the charities and causes I care about?
❓ How can I build and manage wealth that supports not only my future, but generations to come?
That's the PURPOSE behind the numbers.
And that's the outcome worth celebrating. 🥳
Because every new dollar managed represents something much more important than business growth. It represents another family's financial confidence improved, another business's growth toward their goals, another future strengthened, and another opportunity to make a positive impact in someone's life.
So, thank you to my team, and above all, thank you to our clients. The trust you place in us is invaluable, and we are honored to be part of your financial journey. This milestone belongs as much to you as it does to our team.
