In honor of International Clients’ Day on March 19, our team members took some time to reflect on what makes our clients so special, and what we appreciate about our relationships with them. We are truly grateful for all our clients and the trust they place in us to help them use their money for what they value most.
Jim Dunlop, CFP® Wealth Advisor & Managing Partner
What do you appreciate about our clients?
I love the creative ideas our clients bring to the beginning of the financial planning process. It is so satisfying when we can build a plan that incorporates a unique idea to the client—whether it’s finding a way to help their grandchildren pay for college or whether it’s making sure that the local food pantry will have laundry detergent to give out in addition to groceries.
What do you like most about helping clients achieve their goals?
The sometimes simple ideas our clients bring to us get to evolve into plans. When they do, our clients are making great things happen for their families, the communities they live in and for themselves. It’s really fun to have a front row seat to this.
When we’re at our best, our clients are doing great things for others: their kids, their grandchildren, their churches, and the communities they live in. I just love watching a good plan come together.
Jamie French, CFP®, CPA, MSFP Wealth Advisor & Managing Partner
What do you appreciate about our clients?
I love that our clients view money as a tool to support the people and organizations they care about. They don’t see the accumulation of money as the end goal. Our clients are generous and kind, and it’s fun to spend time with them!
What do you like most about helping clients achieve their goals?
Clients often tell us WHAT they want to do, but they don’t always know if they CAN, and they may not know HOW. I love being able to tell them they CAN and HOW.
Chris VanHart, CFP®, CLTC®, CKA® Wealth Advisor & Director of Operations
What do you appreciate about our clients?
I appreciate the interest and care our clients show to me and my family. It is common for clients to ask me about my family and what they are doing.
What do you like most about helping clients achieve their goals?
It is extremely satisfying to be able to help our clients figure out new ways to bless their family and organizations that are important to them. Once we can affirmatively answer the question “do I have enough?’, it is great to be able to explore creative and efficient ways to give some of it away.
I enjoy seeing our clients generosity manifested in so many ways. Sometimes through direct gifts to family or their church. Sometimes in the form of their time given to causes that are important to them. Sometimes by simply sharing the good news of the work different organizations are doing.
Jeremy Reed, CFP® Financial Advisor
What do you like most about helping clients achieve their goals?
My favorite part of my job is when a client has the weight of worry and fear lifted off their shoulders and can accomplish their goals and dreams with their loved ones.
Colin Bernd, CFP® Client Relationship Manager
What do you appreciate about our clients?
I appreciate the trust and openness that our clients bring to our meetings. It allows us to work collaboratively and make informed decisions that align with their financial goals.
What do you like most about helping clients achieve their goals?
The most rewarding aspect of helping clients achieve their goals is seeing the positive impact it has on their lives. Whether it’s paying off debt, saving for retirement, or achieving financial independence, it is fulfilling to see the joy that comes from clients succeeding financially and reaching important financial milestones.
Gretchen Duda, MBA Client Relationship Manager
What do you appreciate about our clients?
Their generous hearts for their families and the people in their communities
What do you like most about helping clients achieve their goals?
Being a part of it! Helping them realize that their goals and dreams are possible.
Holly Rosensteel Client Relationship Manager
What do you like most about helping clients achieve their goals?
I appreciate seeing clients come full circle when they invest with us. They finally see why we made the recommendations we did and can enjoy their retirement to its fullest.
Lindsey Kolaric Marketing Manager
What do you appreciate about our clients?
Our clients care deeply about what legacies they create for both their family and community. It is so rewarding to hear their stories and discover what matters most to them.
What do you like most about helping clients achieve their goals?
Our clients want to give back to others and make a positive impact both locally and globally. It is a privilege to have their trust and be a partner in their journey.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
