Diligence and integrity are among our core values, both in personal financial planning and for our business.
In keeping with those values, we build contingency plans to ensure we maintain our independent business model and stability in client service through market and economic turmoil.
While we are a small business, we did not need to apply for a PPP loan to provide business continuity through the current pandemic. We regularly perform stress tests on both your financial plans and our business to prepare for inevitable market declines. This planning allowed us to not only keep all of our current team members, but also to promote and expand our team to accommodate our growing client base.
In early June, Darian Billingsley, CFP® was promoted to an Advisor role, helping us continue to grow, evolve and expand our service commitments to our clients. Just a few weeks later, our plan moved forward as we welcomed three of our recent interns to our full-time team.
Meredith Keel is our Portfolio Operations Administrator, working behind the scenes ensuring our clients portfolio accounting and performance reporting are accurate and integrated within our systems.
Emma Turner joins our Service Team as a Client Service Associate, assisting our Advisors with financial planning and ongoing relationship support to our clients.
Kyle Blue joins our Trading Team, ensuring that trades are completed timely and accurately within our clients’ portfolios. He also assists our investment committee and operations team.
Meredith, Emma and Kyle continue our business plan of growing through our internship program, which began twenty years ago. Today, over 60% of our team members began their career with us an intern.
When a good plan is in place, there is a higher probability of success. We use the same planning strategies for our business as we do for our clients’ financial planning. Our team continues to grow and evolve to serve you.
