Category Archives: Team Updates

Checking-In: Summer 2020

Summer 2020 Team Update – As Summer wraps up and transitions into Fall, we’re all looking forward to some relief from a hot, dry several months that has led to devastating wildfires. While kids kick off their new school year from the comforts of home, leaves have begun turning and cooler weather has begun to roll in. As we ramp up another election season, the markets will try to make heads or tails of the uncertainty that it brings. Meanwhile, we continue to meet with lots of new clients while working hard to further the planning and investment goals of everyone we work with.

Welcome to the Team, Eric Tanikawa!

We are happy to announce our newest team member, Eric Tanikawa. As a client service specialist, Eric will be working in-depth on the administrative details of client accounts. This includes…

Checking-In: Spring 2020

Spring 2020 Team Update – With Spring in full effect, we continue to work through understanding our new normal with bated breath. During these unprecedented times, we are grateful for the continued trust and confidence that our clients place in us. As Summer approaches, we all look forward to the days of once again having the ability to sit down with our clients, face to face.