Cheers to 20 Years and 20 More
/I’m in the midst of several milestones - I turned 50 in November, February 29th marks the 12-year anniversary of my purchasing the company and on July 1 we will celebrate the firm’s 20th year in existence. I am filled with gratitude for each of these milestones…although turning 50 has been a little hard. 😊
With all the events, now is a great time to contemplate how we want to influence the future of the company. What we put into place now – the people, processes and technology – will help us better serve our clients, continue to grow and maintain work/life balance for happy employees in the future. As we all know, we have to keep moving forward to avoid getting run over! Therefore, we look forward to adding talented staff – watch our newsletter for more on that front. We are also in the process of developing electronic reports and authorizations for our investment management clients and look forward to offering that option over the coming months.
I also want to take this opportunity to thank all the wonderful clients we get to work with and those who recommend us to their family, friends and coworkers. We appreciate the trust you have placed with us, and we will continue to do our very best to take good care of you and those you send our way.
- Juli Erhart-Graves, CFP®, Worley Erhart-Graves Financial Advisors
