We take pride in our people and their service to our clients each and every day. Additionally, when one of our own is acknowledged for their commitment, we take the time to honor and celebrate with them.
I am excited to announce that a member of our team, Jacquie Weflen, has been named a 2022 Top Young Professional by the Family Wealth Alliance! This great distinction by the Family Wealth Alliance is awarded to those professionals under age 40 who are helping to shape the family wealth industry and who have demonstrated a strong record of innovation and outstanding performance, which Jacquie exemplifies each and every day.
It is with great reverence that we congratulate Jacquie. Between myself and the entire team, we could not be more proud of her and her achievements and we hope you are as well.