Client Access  |  Careers & Advisory Teams
Exec. Corner.
March 6, 2020

Executive Corner

Kim Brown, President

I think it is fair to say that March 2020 brings a whole new meaning to “March Madness,” specifically with the significant moves we are seeing within the markets. Our goal is always to be as proactive as possible with our communications, especially in environments saturated with health threats like coronavirus, as well as election year news. Our team’s core role as your advocate during volatile periods like we are experiencing is to actively monitor each individual client’s portfolio to ensure the strategy stays the course to support your life planning goals as well as find opportunities to enhance portfolios.

As part of our commitment to you and to ensure we continue to meet your needs in every way we can, we are excited to be adding several new team members over the coming months. Each of them is a perfect complement to our talented and committed team and each brings the same level of passion for delivering the highest standard of service to you, our outstanding clients. We look forward to introducing them to you soon.

On behalf of Richard, myself and our entire team we want to thank you for your continued trust in us and for allowing us to live out our advice driven by advocacy® approach and commitment in our service to you.

I’m looking forward to the next few months and I’m thankful to Punxsutawney Phil, who did not see his shadow in February. Cheers to an early spring!

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