RICK
Just over two years ago, I felt the need to move my wealth management practice to become independent. There were many reasons for this, but at the end of the day, I wanted a bigger environment to try out my ideas and a better platform to serve my clients.
It was a challenging transition as it was close to the loss of Mary and right before the COVID downturn. Ellie was an invaluable partner. I don’t know how she held up during all these pressures – just amazing. I also finished my Master’s Degree in financial planning last summer. I eventually hit a brick wall and had to slow way down. I think my response to grief was to stay hyperactive, but that can only last so long. I eventually had to surrender to God and feel the pain process through me.
At the same time, I’m pleased that in the last two years we were able to double in size and build out a fantastic team – There are now 6 of us and we are on the verge of hiring again. We also put together an outside board of advisors to help gain a greater perspective and position for the next phase of growth.
We recently purchased some land very close to our home which has been helpful in decompressing, thinking and processing all that we have been through.