Happy Holidays!

Well, to say that this has been a crazy and challenging year would be an understatement of massive proportions. So much has happened in recent months and so much is still in flux for so many people. I don’t know about you, but I’m excited to put 2020 in my rearview mirror.

That said, as I’ve done in recent years, I’ll be taking the next couple of weeks off from writing my Tuesday blog. This buys me a few extra hours a week to spend with family and to reflect on the year past and what’s to come. I’ll still be hard at work for clients, of course, so let me know of any last-minute questions or other needs.

While this has been a difficult year there certainly were bright spots along the way. For that I’m thankful. I’m also thankful for the trust you place in me as your financial planner. I’m continually humbled by this. There’s no other work I’d rather be doing, and I’m honored that I get to do it with you. Even virtually.

From my family to yours, Happy Holidays!


Have questions? Ask me. I can help.

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