Broker Check

Happy Thanksgiving!

November 25, 2021

Happy Thanksgiving! I hope you have a wonderful day spent with family, friends, and great food. As you know, Thanksgiving is a time for reflecting on all that we have to be thankful for. It occurred to me the other day that, as your financial advisor, I’ve never shared what I’m thankful for. And I’m thankful for a lot.So, if I can beg your indulgence, please allow me to share:

Nine Things I’m Thankful For as Your Financial Advisor

1. Our Country

I’m thankful we live in a country where we have the freedom to set our own goals, choose our own paths, and pursue our own happiness. There are millions of people in the world who don’t have this freedom – a freedom I strive never to take for granted.

2. Our Military

I’m thankful for the thousands of brave men and women who strive to protect that freedom, along with all the other unalienable rights we enjoy.

3. Our Community

As a financial advisor, I’ve come to know many different members of our community, including people from all walks of life. While no community is perfect, I truly believe ours is as beautiful, unique, and worth participating in as any in the world. I’m lucky to live here – and I’m thankful I do!

4. Our Modern World

While sometimes it seems like modern technology causes as many problems as it solves, in my case, it has enabled me to help more people better – and faster! The fact that I can speak with you over the phone, send you an email or monitor your investments with just the push of a button is amazing. There’s more power in my cell phone than in the spacecraft that took Neil Armstrong to the moon – and that power is something I’ve come to rely on every day. Even more so in a Covid World!

5. My Health

As a financial advisor, one of the most important things I do is help people be secure financially so they can take care of themselves physically. It’s helped me become more appreciative of my own health. The simple fact I can leave my home and go to work every day is no small blessing.

6. My Job

I’m thankful I have a job that enables me to support my family and pursue my passions. I’m thankful my job is my passion. Not everyone enjoys going to work every day. Not everyone has the opportunity to do what they love. But I do, and I’ll never stop being grateful for it.

7. My Team

While we all strive to be as self-reliant as possible, the fact is that no one succeeds in life without the help of others. That’s why I’m so thankful for my assistant, Tina. There has never been a person more dedicated and professional. She not only makes my life easier; she pushes me to do better. To be better. I wouldn’t be where I am without her.

8. My Family

The older I get, the more I realize that family is what matters most in this life. A loving, supportive family is the richest fortune anyone can have, and in that regard, I am rich indeed. In good times and bad, it’s my family who have cheered me on, propped me up, and pushed me forward. I love and cherish them all.

9. My Clients

I’m thankful for you. Do you have any idea how lucky I am to work with clients of
your character? How humbled I am to be entrusted with your financial success? How honored I am to help you in any small way I can? The truth is, there are lots of people in this world I would not want to work with. But when I look through my list of clients, I’m staggered. I have the privilege of serving some of the smartest, kindest, most decent human beings anyone has ever met. People like you are why I do what I do. You’re the reason I never hit the snooze button. The reason I’m happy to burn the midnight oil. There aren’t words to express how thankful I am for
your business. For your trust. For your kindness. For you. In other words, I’m thankful to be your financial advisor.

On behalf of Tina and I, we wish you a Happy Thanksgiving!