One of the blessings of our enterprise is the way it grows, by word of mouth. One friend helps another by introducing them to us, or putting them on our email newsletter list, or forwarding a blog post. When we focus on growing your buckets and meeting your needs, our needs get met.
Growth brings challenges, of course. We have staffed up from time to time in recent years to continue taking care of the business. Now we are embarking on a new and more flexible arrangement. A few benefits to our latest expansion:
- We get the expertise we need to keep our operations and logistics flowing more smoothly.
- We add another lovely teammate to help serve the best clients in the whole world!
With that in mind, we want to welcome the newest member of our team. Whitney Engle comes to us by way of LPL Financial’s Administrative Solutions program. She is a full-time LPL employee, well-versed in all the systems and processes. She now works with us from afar, though the distance is no obstacle. Phones and email help bring us together; it’s one thing I learned with all of you in the last chapter of life.
I believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Whitney is joining a client services team—along with Patsy Havenridge and Larry Wiederspan—that plays a vital role.
We’re grateful for Larry’s long service; hard to believe it goes back eight years! And Patsy, four years in, has been a joy to have in the shop. With Whitney’s help, we are better equipped than ever to take care of business.
Whitney will assist us with paperwork and logistics: it’s the work we may need to create new accounts, monitor requests, interface with mutual fund companies, guide us through home office processes, and help with a variety of other tasks.
When she’s not hard at work, Whitney tells us she enjoys spending time with her two boys, taking care of a menagerie of animals at home, and cruising the country roads on a skateboard.
Another friendly face joins the team, and we are glad to have access to a talent like Whitney through our partners at LPL. We’re looking forward to an arrangement that’s good for you and good for us. For the months and years ahead, staffing is key to helping us help you. So we’d like to offer a hearty welcome to Whitney!
Clients, when we need to chat about anything, be sure to reach out—anytime.
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