2024 Q4 Team Update In September, Larry and Laurie celebrated their 39th wedding anniversary with a golf trip to Bend. While the golfing was good and the courses were in beautiful condition, the highlight of the trip had to be their dinner at Bos Taurus. The food was amazing and the service was simply incredible. …
Team Update Eric is back on the BBQ trail! On June 22nd, he attended a Steak Competition in Lebanon and finished 6th place. Then 2 weeks later to Sweet Home for the big BBQ Competition in which the team overall finish was 21st. The big winner was Eric’s wife Amy, as she finished 2nd place…
Team Update Eric was recently on medical leave. He had his right kidney removed along with the hitchhiker named “Tumor.” At this point it appears the surgery was completely successful. During his time of recovery, he learned how to use an Air fryer, but also enjoyed several 2000-piece puzzles, that were donated by one of…
Welcome, Katie Martin! Katie is joining us after a varied career in education, client service and operations. More recently, she has been a financial advisor with a corporate firm. Her transition to private wealth management in an RIA is a welcome opportunity for her to be part of a team serving clients. A passion for…
Team Update Eric and Amy were on the road again for BBQ competitions. First stop was Sweet Home, OR for the Icebox BBQ Competition. They were pleased to bring home some hardware in the Steak categories, placing fourth and tenth respectively. They also placed eighth in People’s Choice and 23rd overall out of 39 teams.…
Congratulations, Sarah, CFP®! We are happy to share that Sarah has officially obtained her CERTIFIED FINANCIAL PLANNERTM certification! On top of her regular workload, the road to earning the CFP® mark after her name started in fall 2021 with taking the coursework for and completing a Certificate in Financial Planning from Bryant University, passing the…
Team Update Eric and his lovely wife, Amy, have reached a Paradigm shift in life: the transition to empty nest! One son is in college and the other in Japan Culinary School, so they decided to buy a travel trailer! They look forward to new adventures traveling to wineries, breweries, and most importantly, BBQ competitions.…
Team Update Eric’s last BBQ competition for the year is December 31st, for Ribeye steak and “anything sliders.” But more importantly, he and Amy will be spending the holidays with their boys before their empty nest approaches in mid-January. The oldest is heading back to Oregon State University and the youngest is pursuing Culinary in Japan.…
Team Update At the BBQ competition in July, Eric and his team finished 23rd overall out of 34 teams, with a personal finish of 14th place for burgers, and a team finish of 9th in People’s Choice, with the help of his BBQ Mac-n-Cheese! Afterwards, his family went camping at Lake Billy Chinook and traveled…
Team Update For Eric, it has been a whirlwind of celebrating and organizing milestone birthdays for his wife and mother-in-law. The whirlwind continued with his son graduating from high school, so the family attended his last symphony band concert and graduation ceremony, then organized his graduation party. Still the whirlwind doesn’t stop there, as Eric…