Cheers To 20 Years
/As many of you know, 2020 marked the firm’s 20th anniversary. We had lots of ideas and plans on how we were going to celebrate this milestone throughout the year. Then a global pandemic hit! Our grand celebration was scaled down drastically. We were able to highlight our newly refreshed website, as well as spotlight our team members for their accomplishments and contributions to the firm’s success, all while continuing to provide top-notch services to our longstanding clients, as well as welcoming new clients.
This year has made everyone step outside their comfort zone. Our longtime, in-person workshops were transitioned to online webinars with outstanding positive feedback. We relied on our contingency plans and technology during the mandated “stay at home” order by Indiana’s Governor.
In spite of the changing environment, we were able to not only support, but participate in, virtual events for the Ronald McDonald House Charities of Central Indiana and the National Psoriasis Foundation. In addition, we were able to physically be present at the Indy Women’s Half Marathon in September.
One of the most meaningful things for me this year is the growth of the firm. We have added two additional staff positions and promoted one person (more on that in next quarter’s newsletter)—all geared around expanding our investment and tax services. 2020 has had its ups and downs, but what a way to celebrate the firm’s 20th anniversary! Cheers to 20 years!
- Juli Erhart-Graves, CFP®, Worley Erhart-Graves Financial Advisors
