We've just wrapped up our team's full year review session + next year's strategic planning session. We've accomplished quite a bit in 2024 and looking forward to an even more productive 2025! We're extremely grateful for our clients who put their trust in us every day. We work tirelessly on their behalf and look forward to doing so again next year. And also grateful for my wonderful partners, Joe Hargrove and Ken Novak. This business is challenging, exciting, and full of many ups & downs…and I'm enjoying every minute of it with you guys!
Tim Oliver
18h
Great team you have over there, Peter Henrich, CEPA®.
Director of Institutional Sales and Client Relations
1hIt's nice to be part of a team you appreciate and that appreciates you! Here's to a great 2025, Peter!