We’re often asked what separates us from other firms. Our answer is our people – we believe we have a unique group of individuals who collectively make for a fantastic team to serve our clients. 

We are excited to announce that two members of our team have earned promotions:

Abby Wiss (Crimmins) – Abby has been promoted from Associate Advisor to Service Advisor. Abby has been with our firm for five years and continues to provide an especially high level of service to our clients – whether that is helping with something like money movements or thinking through more complicated scenarios like Roth conversions. For more about Abby, click here.

Matt Luzecky – We have promoted Matt from Associate to Associate Advisor. In Matt’s 3+ years with our firm, he has shown he is an integral part of the client service team… and always ready with a joke! His ability to look at client situations and internal processes differently allows us to continue improving the service level we provide to our clients. Learn more about Matt here.

Congrats to both team members on well-deserved promotions!

We want to share some fantastic news and recognition for the Take the Long View with Matt Hall podcast, which, despite being on hiatus since May of 2022, just earned a Signal Gold Award in the “Money & Finance” category. This international award had more than 1,700 entries from 30 countries! Revisit some of the episodes that earned Matt’s podcast its second significant award here.

Want to know the most popular episodes of all:

1. Sid and Ann Mashburn: Tastemakers with Heart and Soul
2. Morgan Housel: The Psychology of Money
3. Danny Meyer: Creating a Better World Through Enlightened Hospitality
4. David Kabiller: From “Goldman Slacks” to AQR

For details about the Signal Awards, read more here.

Last month, a few team members enjoyed dinner and a toast in honor of our Founder, Rick Hill, alongside his wife Lynn, to celebrate Rick’s milestone 80th birthday.

Friends and clients love knowing that Rick is part of the team. If you want to know why at 80, Rick is still helping people take the long view, Rick says, “I continue to be stimulated with my work duties and communicating with clients and prospects. I love the opportunity to continue interacting with the staff, whom I respect and enjoy being around. I find these relationships rewarding and energizing.”