One of my favorite parts of my job is talking to our clients about their goals. Sometimes their objectives are specifically related to money; at other times, not as much. Either way, understanding where clients want to go (their goals) allows us to help them get there (through careful planning).

In my family’s case, one goal we have set is to see our hometown St. Louis Cardinals play in a different city each summer. This is usually my favorite yearly trip. A few weeks ago, we had an opportunity to go to Chicago to see the Cardinals play the White Sox. We spent time on Michigan Avenue, Navy Pier, and other “tourist” spots. We were also fortunate to see our Cardinals pull out a 3-0 victory.

This year’s trip was especially memorable because we combined it with visiting some of our favorite long-time clients, Larry Baumann and Dana Brehm. While not from Chicago, Larry and Dana made it their goal years ago to have a place in Chicago. After they both retired, they realized that goal and have a beautiful home there.

Numerous studies have shown that making your goals known to others increases your odds of achieving them. We love doing our part in helping clients achieve their goals. And if you aren’t tracking your goals, please let us know. We’d be happy to help.

Please join us in welcoming Jacob Brydels, our newest Associate Advisor. Jacob started with us in early May and brought a unique skill set that will complement our team well.

Jacob Brydels finds his passion in helping others plan for their future. He brings six years of client service experience at Moneta and St Louis Trust & Family Office. Jacob graduated from Missouri State University, receiving his Bachelor of Science in Accounting. He started his career in accounting and non-profit roles before identifying his true passion, personal financial planning. Jacob’s attention to detail and skill in listening to client’s needs make him a great addition to the HIG team.

*Learn more about Jacob in the near future when we post his bio to our team page on the web site.

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!