First $100 Million

May has been a month of big celebration for our company as we reached a huge milestone! This month we hit $100 million of assets under management! I started this company just under five years ago when I officially filed with the state in June 2018. After being approved by the State Securities Board, I signed my first clients in October 2018. If you had asked me then how long it would take to reach the $100 million mark, I probably would’ve said 20 years!

Kaimey and the kids surprised me with balloons, champagne, several of my favorite treats, and a great dinner out to celebrate. And we’re planning a fun company party this summer too.

There’s no way we would be at this point already without having Carl and TJ on the team. They each bring incredible, unique gifts to help us offer the very best to our clients and be the most efficient and thorough in our work. They are crucial to fuel us toward the future. I’m so grateful for their commitment and support here. Getting to work with them each day is a huge blessing to me. 

And finally, our clients! After all, it is your money. Thank you for trusting us. Working with you all is a dream come true. We’ve been through job changes, medical diagnosis, children and grandchildren being born, big cross-country moves, parents passing away, launching kids…some really exciting things and some really tough things too. We’ve talked through big life decisions, and I’m humbled you would let our team be a voice of support in those moments. We love getting to celebrate with you when you reach a big financial goal or purchase something you’ve been saving for! (And when you avoid purchases you haven’t saved for, too.) Our client relationships are a treasure to us, and we look forward to more life together with each of you!

Thanks to everyone for helping us get here! On to the next $100 million.