2023 Holidays Note

 Merry Christmas and Happy New Year!Impossible to believe 2023 is almost over. We have been extremely busy this year end helping with year-end activities, closing out what has been a good year for the markets and for our clients. We had many clients this year with...

Halloween Note

4 person office!More in a shorter note to follow, but we now have 4 of us in office to help serve you—Martha joined us 10/18, be sure to say ‘hi’ when you talk to her! Scary timesHalloween is a scary time. On my trip to Scotland, my son and I went on several ghost...

Early October Newsletter

Welcome to the 4th Quarter! Read below, we have a new face on the team!   Exciting announcement: We are delighted to announce we hired a new addition to our team, Martha Clark, who will be joining us October 18th! Martha will be helping support Ansley and all of our...

Summer Conferences Note

Hope everyone is having a good July and enjoyed a fun 4th of July! We had a wonderful time teaming with my next door pit master throwing our second annual block party! We hired a wonderful young local musician (Shane Clark) as we devoured Phil’s BBQ and connected with...

June Note

As I think most of you know, last few weeks I took a much needed vacation celebrating my son’s HS graduation on a UK soccer trip, followed up with an investment conference (that was not a conference) with my wife in Nashville. That’s how you kick off summer!  As both...

New Year Note

    I think most of you know I published my book last May.  It was a rewarding but very time-consuming process.  I mostly took a break from it after publishing, aside from a few speaking engagements, and watching sales grow organically. It did bring about some fun new...