AWM Spring Update
Hello Clients and Friends,
We hope you are enjoying these early days of spring. The flowers are blooming here in Oregon, and the trees are leafing out. The view from our new office here on the sixth floor is beautiful and getting better by the day. If you haven’t had a chance to visit us here yet we hope to be able to host you sometime soon!
Speaking of our new office, here at Advanced Wealth Management we have had many exciting changes over the last year or so, the most recent and monumental being Bob’s retirement. As he previously communicated to everyone he officially retired as of the end of March. I have of course been checking on him regularly, and am happy to report that he is loving retirement. He asked that I continue to send his best to everyone and that he will miss interacting with you all, but that he is excited for the new adventures in front of him and Dorothy!
Another recent exciting development is we have had a new addition to our team. For those of you who have not met him yet, Randon Arima joined our team towards the end of 2023, first as an intern and now as a financial analyst while also assisting in marketing. He was born and raised on the island of Hawai’i, and recently graduated from the University of Portland with a concentration in finance. He has hit the ground running here and has already become integrated into our investment and financial planning processes, helping to shoulder some of the tasks that Traci and I have absorbed with Bob’s retirement. We are excited to have Randon on the team and to have him get to know all of you.
For the first time in several years, we now have no transitions or changes planned, or even on the horizon. Our team is perfectly situated to help our clients, and we are loving our new office. While we always know that “things change,” as we have joked in the office over the years, for now we are looking forward to some consistency and to providing the absolute best service for our amazing clients!
We hope all is well with you and your family, and that you can take some time to smell the flowers this spring! We will look forward to connecting with you again soon.
Best Wishes,
Ted Haley, CFP® AIF®
President, CEO