Team Update

Since our last update we have selected Katherine as an addition to our team. Now we’re busy making preparations for her arrival and reviewing each account for tax-planning opportunities. We’ll be contacting our clients about those actions soon. We’ve worked on a number of year-end and behind-the-scenes process improvements. One of those is Docusign®, for electronic signatures (still some bugs to work out!).

Michelle continues to be a tough task master by keeping our schedules full and tightening up our procedures. She attended a friend’s wedding in Colorado and is looking forward to the holidays when her sister, a senior at Humboldt State, will be visiting.

Debbie, is working on client year-end requests and beta testing Docusign®. In September she and husband Bob took their first trip to Nashville, and they’ve enjoyed attending Duck and Beaver games.

Brenna spent her fall juggling two big items: work and study. After joyfully passing her final CFP Board exam on November 19, she’s looking forward to reconnecting with friends and doing a few mindless puzzles.

Larry attended the annual Seattle Estate Planning Council conference and met with some of our clients in the area. He, Laurie, and son Eric spent a week in Atlanta visiting their daughter Jenna who works in the Georgia Pacific HQ. Larry’s fantasy football team isn’t doing too well, but he’s cleaning house in his CBS Survivor pool with friends.

Mary thoroughly enjoyed time with her grandchildren in Bend on occasional weekends. Her juggling act has been between work and her responsibilities as President of the Rotary Club of Salem. She continues to receive many well-wishes, after announcing her plans to retire at the end of 2016—over a year from now. But in her words, “I’m not gone yet!”

Ron has been working on a variety of projects, including deciphering the new Social Security rules. He and Kathy led a two-week Airstream Caravan in August that explored rails-to-trails bicycle paths and wineries in eastern Washington and Idaho. In September they explored some Utah national parks on their way to a family reunion campout in Colorado. He started his term on the board of Capital Manor and has almost completed his extensive training to be a CASA (Court Appointed Child Advocate) volunteer for abused and neglected children.

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