www.wealthfromwisdomradio.com | 866-485-8505 You Haven’t Failed UNTIL You Quit Trying
RADIO ABright 2018 and an Even Brighter 2019 January 2019
2018 was an amazing year for all of us at Cornerstone Wealth Group. We took a hard look at the client experience and worked backward to deliver new
We decided to work with someone because we wanted to make a few changes in our lifestyle. Having a coach is a great way to work toward that goal. We are eating and exercising better, so we feel better all around! On top of that, Angie and I took up guitar lessons and art lessons. We were looking for something fun for the two of us to do together and so far, we’re loving it! But these updates don’t compare to what our 2019 is going to look like. Angie and I recently learned we’re going to be grandparents for the first time — twice! Both of our kids, Lakin and Jacob, have little ones on the way!
We had the opportunity to spend a long weekend in Durham, South Carolina; Philadelphia, Pennsylvania; and even New York City for soccer this past year. The NYC trip coincided with the U.S. Open, so we were able to hop over to Flushing Meadows and catch a few tennis matches. The kids are growing up so fast. It seems the older they get, the faster time flies. Ian turned 16, and Lauren will be 13 in early January. Stacey and I celebrated our 21st wedding anniversary in early September. Things are busy but fun. I hope all of you have had a nice 2018 too. Thank you for your continued trust and confidence in myself and our firm. Looking forward to what 2019 will bring. Cheers! Today, I can let out a big exhale, but when I was in the midst of 2018, my mantra was, “Just keep swimming.” Here’s the overview: In January, Stephanne and I adapted to being empty nesters with both sons in college. In February, I started traveling to Tennessee to assist with another financial firm. Through the spring, I followed Logan as he played baseball for Alvernia University, where he is pursuing his degree in occupational therapy. In May, we welcomed the celebration of Nathan’s graduation from Mount St. Mary’s University (a year early!) with his bachelor’s degree in computer science. In May, we also put our Maryland home of 19 years on the market. In June, Nathan began his career working for DRS Leonardo as a software engineer. By the end of August, we purchased a house in Piney Flats, Tennessee, where I will be also working at a firm that Cornerstone acquired. • • • • • • • John Saunders, Wealth Advisor
and exciting things — some of which will be making their debut in the new year! We looked at what we could do better. This resulted in the implementation of new investment strategies to our base platform. We also added fresh, new technologies to enhance your overall experience as a client. More than that, we’re developing an innovative way to track the “return on relationship” we have with you. This will allow us to really see the progress we’ve made together. Look for this to debut early in the new year. On the team, Kelly Effland obtained her Certified Financial Planner certification. As a CFP, she will be working with more clients and bringing even more planning capability to the team. Many of you have already worked with Kelly in some capacity in the past, but if you haven’t yet, chances are you will as we go forward. Now, the biggest news of 2018 was that Cornerstone purchased a financial planning firm in Kingsport, Tennessee, a town just a few minutes south of the Tennessee and Virginia border. We closed out the deal at the end of September and have been bringing new team members into the fold. They bring the Cornerstone family up to 21 members! To help with the transition, John Saunders moved to Tennessee. However, he won’t be out there full time. He’ll still have a presence up here as well as work remotely for us. I know John and his family are excited about this new opportunity, too. We’ll be sharing much more on this new branch in the coming months. On a personal note, I have exciting updates from the Ford family. My wife, Angie, and I have been working with a holistic lifestyle coach from California. We flew out to meet with the coach earlier in the year.
As all of us at Cornerstone Wealth Management ring in the new year, here are a few messages of reflection and well- wishes from the team!
Scott Toms, Wealth Advisor Happy New Year! Another year in the books — how they pass so fast! I hope 2018 was good to you and
yours. As usual, the Toms family kept busy. We tried something different this year for our annual summer vacation and headed to Destin Beach in Florida for a week. The beach was beautiful, and it was our first time beaching it on the gulf coast of Florida. Lauren’s soccer keeps us moving throughout the year. She plays for the Washington Spirit in the U.S. Soccer Developmental Academy, so we travel quite a bit. It’s fun, because we all load up in the family SUV and head out early on Saturdays. Grandparents attend many of the games with us, so it proves to be nice family time together too. I challenged myself many weekends and tried to find a nice and unique place for us to eat after the soccer game. I looked for small, cozy, family-owned restaurants, different from the big franchises or chains.
Continued on page 3 ...
www.CornerstoneWealthGroup.com | 1
Published by The Newsletter Pro . www.TheNewsletterPro.comwww.wealthfromwisdomradio.com
Made with FlippingBook flipbook maker