Congratulations to Sandy Thompson!

April 24, 2020 / Uncategorized
After 23 years of dedicated care and service to her clients, Sandy Thompson will be retiring at the end of June. Sandy has been a source of light and wisdom around the office, contributing to our financial planning and investment committee operations in addition to serving her clients.
Join us in wishing her the best as she embarks on the next journey in her life! A retirement party is in the works, but plans have been delayed due to the current situation.