Broker Check
2017 Summary

2017 Summary

| January 02, 2018
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Well we have finished another year, 2017 is now over and what a year it was! With the markets up across the board, economic reports looking good, low unemployment, low inflation and our portfolio managers not seeing any big problems for the near future, we are hoping for another good financial year in 2018.

In our office we have added Elisabeth Schwindle as our Client Administrative Specialist and Kyle Zurbriggen is on board as our Director of Client Development. Kyle graduated from Thomas Edison State University with a Bachelor of Science in Business Administration in December of 2017. Kyle and Elisabeth are engaged to be married on March 3, 2018. 

On the home front, Evette and I have helped one of our Foster Daughters get reunited with her Aunt last year and have two, 11 year old girls still with us keeping us active and our calendars full. We had a great vacation together with the 3 girls and our two son's Kyle and Derick in Colorado during the summer and got to travel to see family in Illinois and Colorado throughout the year. Evette and I have been volunteers this year in our Church Youth Group, we host a weekly Bible Study at our home and I have been active on the Church Missions Team. Free time is something we could all use a little more of and plan on working on that a little more this year.

We love our clients and it has been such a blessing to have served you all in handling your financial affairs for another year so that you have more time to focus on those things that are more important than money. God bless you all.

SIncerely,

Rick Zurbriggen

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