Clients, it’s Caitie here. I’m so thrilled to introduce you to our newest teammate, Allison Bauers! In a small business, we tend to wear many hats, so this week, we’re chatting about how our roles and duties will change in the coming months.
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Clients, you may have already spotted the new face or heard the new voice around the office. Let us take a moment to get everyone up to speed on some exciting developments.
You may remember that our dear friend Larry Wiederspan “retired” a couple years ago, but it didn’t stick. Then, the time came for certain: his last day in our employment came and went in April. While we miss seeing Larry so regularly, his retirement brought us a new opportunity. (Life’s all about beginnings and endings, isn’t it?)
With Larry’s departure, we were ready for some help on the Client Services team. Our Client Services Coordinator Whitney Engle has been with us full-time for more than a year now, and she’s been on top of everything we’ve been able to throw to her—and then some! She’s so proactive. And Client Services Associate Patsy Havenridge has been holding down the front office with grace and good humor since 2018. Where does the time go?
And now, joining as our newest Client Services Associate, we’re pleased to introduce Brenda Smith!
Brenda brings years of experience in financial services and administrative support, and we were so pleased to discover that her skills were a match for our needs. Her warm personality and easy-going spirit were evident from our first encounters.
Brenda is a Louisville native, and her son Isaac is a third-generation LHS student. When she’s not in the office at 228 Main, she enjoys traveling, reading, cooking, and spending time with friends and family. “I have a group of lifelong friends who still refer to ourselves as ‘the Louisville Girls,’ and we try to get together at least once a month to catch up,” Brenda says. “I’m a history nerd and can be found watching historical documentaries and historical shows and movies when I’m at home.”
Brenda may be the latest addition to the 228 Main team, but she is already caught up on the “history” of our work here. The mission is the same for the whole team: we strive to grow your buckets. And that project takes all of us, from research and trading to paperwork and communications—it happens when all of us are ready to be of service to each other.
Come in and say hello whenever you have a chance. Welcome, Brenda!
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Converse, communicate, babble, blather, rant, rave… I love to talk! Preaching to the choir, but it’s worth reminding everyone: I’m here to do this. By choice. More in this aptly-titled video.
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Sometimes, instant updates matter. Can you imagine a traffic report arriving after the fact? But at 228Main.com, the news cycle isn’t our schedule: your schedule is our schedule.
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The team at 228Main.com is growing! You might get to see a new face or hear a new voice, courtesy of our partners at LPL. Let me introduce our latest client services teammate.
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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:
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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Converse, communicate, babble, blather, rant, rave… I love to TALK! Preaching to the choir, but it’s worth reminding everyone: I’m here to do this. By choice. More in this week’s aptly-titled video.
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In Roman mythology, Janus was the deity of beginnings, endings, and transitions. He was all about passageways and traveling. I’m thinking about him as I reflect on where 228 Main has been—and where it’s headed.
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Maybe you remember having to write a persuasive paper or give a persuasive speech in school. The structure of such a composition could be pretty simple: describe a problem, then present a solution to that problem. Done.
I remember this kind of prompt when I see ads today for certain products, especially those related to… the nose.
“Your neighbors will notice your home smells like garbage… if you don’t buy this spray.”
“You’ll never find romance… without our mouthwash.”
Advertising in this country has relied on these types of messages for decades. In fact, the first commercial deodorant makers realized that in order to survive they would need to convince Americans that sweating was an embarrassment. (Your human body leaks? How unseemly!)
Fast-forward, and these products do sell! Scented garbage bags, room sprays, and body washes have become staples for many households. And don’t get us wrong, we’re not suggesting these products don’t have their uses and pleasures.
But it’s pandering to exaggerate about “how much poorer your life will be without this one specific solution I have to offer… and it’s available! Call now!”
We’ve got nothing to sell. We’re not going to provoke a sense of shame or pretend to be high priests. Wherever you are, wherever you’ve been, (however you smell?!), we are here to try to help you strive toward your goals—however you identify them.
The problem/solution formula makes plenty of sense in its own way: of course we want companies and brands to help us improve our daily lives! On the other hand…
We don’t need the world to believe it stinks to be of service to others.
Clients, we’re here for you on your schedule. Let us know how we can help.
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