Our Year in Review: 2017

December 29, 2017
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Another year, come and gone! No matter how you look at it, 2017 was a memorable year.

This week, we’re looking back on the exceptional experiences and accomplishments of some of our staff and advisors over this past year. Here’s what we’ve been up in addition to helping clients:

Sonja combined a European vacation in August with competing in the Masters World Championships in Open Water Swimming in Lake Balaton, Hungary. She finished in 9th place! Go Sonji! She also managed to win two national championship titles: the 5k Postal Swim in May in the pool, and the 15k Open Water in Chattanooga, TN in June. All the while, Sonja fostered ten cats for a rescue organization (but not all at the same time)!

Left: Before the start of the 3k Masters World Open Water Swimming with USMS coach Richard Garza. Right: Fosters Eggsie and Tilde with Supervisor Siddie.

Ellen was a co-presenter at the National Association of Interpretation (NAI) National Conference in Spokane, Washington, a group dedicated to training and development for park rangers, nature center directors, and zoo and aquarium educational staff. The presentation was about community engagement through volunteers and increasing educational programming with elementary school students.

Ellen presenting on November 18, 2017 in Spokane, Washington at the NAI National Conference.

Ellen was awarded the Everglades National Park Steve Robinson Passion in Interpretation award, local recognition for the EKIP program. Go Ellen! She also attended the Financial Planning Association symposium.

Tony and his eldest son Tyler attended the LPL Focus 2017 conference in Boston. Tyler proved an invaluable summer intern, bringing a fresh take on technology to the office.

Tyler and Tony with Congressman Bruce Poliquin of Maine at LPL Focus 2017. Congressman Poliquin serves on the Financial Services Committee.

Who could forget the Great American Eclipse? On August 21, Natalie and Lee joined the crowd in our building’s parking lot to view this once-in-a-lifetime solar event, complete with a DIY pinhole eclipse viewer and eclipse glasses.

Natalie's afternoon would not have been complete without an #eclipsedayselfie.

Lee and Adela began daily yoga breaks at the office, a pursuit they see continuing into the new year. “Yoga is perfect for relieving stress and promoting relaxation and health at the workplace,” says Lee, a certified yoga instructor.

Almost all our staff and advisors attended our first annual retreat in Key Largo. Fortunately, it was a few weeks before Hurricane Irma came through, so we were able to enjoy the sunshine and beautiful blue sky throughout the weekend. We acknowledged 20 years in business, and discussed our vision for ourselves, our clients, and the practice for the next 20 years and beyond!

The team and their guests at the retreat.

Playing cornhole...we found out some people are just naturals (we won't mention who isn't)!

We discussed and established important drivers and action items for the practice.

Randy offers this summary of 2017:

A dapper Randy and his motorcycle at the Gentleman’s Ride.

“Reflecting on 2017, I’m appreciative of the wonderful balance I feel in my life: My family is happy, healthy and always working to move forward; my partner’s curiosity is always leading us to explore new, interesting and out-of-the-ordinary venues; and I continue to (ahem) safely ride my motorcycle through the twistiest and most mountainous roads I can find in the Pacific Northwest. And . . . with Bluetooth technology, I’m still only a phone call away.

This past year I celebrated 10 years with Legacy Wealth Management; the happiest time in my 30 year career as a financial advisor. The people I work with and our office work environment are the reason. Tony’s put together a team of the nicest, most delightful, competent, motivated advisors and client-first support team.

I am hard pressed to remember such a prosperous year for the markets - without considerable volatility and anxiety. Our clients have been happy - and . . . when our clients are happy - their progeny are happy; they’re lives are more productive and we’re happy!”

Here’s to a bright, healthy, prosperous 2018! Happy New Year!