Congratulations Traci!

Dear Clients and Friends,

Happy holidays! The year has really flown by, I personally can’t believe it is already December. We hope you enjoyed your Thanksgiving holiday, and wish you very warm wishes for the rest of the holiday season.

We wanted to share some exciting news: Traci has been elected president of the Financial Planning Association of Oregon and SW Washington! The Financial Planning Association (FPA) is the leading membership organization for those involved in the financial planning profession, and our local chapter has always been very robust and active. Taking the reins, Traci will be in charge of major initiatives such as advocating for our profession, hosting events where our community gathers and receives continuing education on new developments and best practices, providing pro bono services, and many other activities. Stepping into this leadership role involves a significant investment of time and energy, but is also a great honor and recognition from our peers, and we are very proud of her for taking on this responsibility. 

We hope you have wonderful holidays, and please be in touch if there is anything we should be discussing. We are looking forward to the New Year, and to talking with you in 2023, if not before!

Best Wishes,

Ted Haley, CFP® AIF®
President, CEO