Check out the latest edition of our newsletter!
JANUARY 2023
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Will Help You Acquire Many Skills and Insights HAVING THE WILLINGNESS TO LEARN
Hi newsletter friends! I’m Stacy, and I recently joined the Financial Architects family four months ago. In early September, I joined the support team at FAI to help with the account transition to SEI. My role during this transition is to put together and review client paperwork and issue it to clients for their authorization. Then I ensure the accounts are established and funded. At the time of writing, I am still working on wrapping up this transition, but once it’s complete, my role will become Client Relationship Coordinator (CRC). I look forward to this new role and being able to attach faces to the client names I’ve been working on. But most importantly, I’m excited to continue learning and becoming a liaison between advisors and clients. Before joining Financial Architects, I hadn’t ever worked in the financial industry — my background is in automotive advertising. I worked in media planning for General Motors and Ford ad agencies. In advertising, I worked with a variety of clients, sales reps,
and internal teams to bring forward the best- integrated media plan recommendations to meet their goals. I acquired the expertise needed to communicate with colleagues and clients, develop problem-solving skills, and work effectively with a team. So, you may be wondering how I ended up at FAI. I learned about FAI and their needs through Jan Winters. She is the Executive Assistant to Chris Cousins and Patrick Marody. I’ve known Jan and her family for many years. She told me about FAI and the company’s family atmosphere and believed I would be a great fit for the support team. So, I applied for the position and couldn’t be happier with my decision to join the FAI team. While I was told how great my colleagues were in advance, I was still surprised by how friendly everyone was. The team is always willing to lend a helping hand, offer guidance, and support each other personally and professionally. Even though I joined the team when there were many moving parts and changes, everyone made me feel welcome. I can’t thank my team enough for their guidance and showing me how the pieces fit into the larger picture. My colleagues motivate me daily to improve and develop my skills. But another motivating and rewarding aspect is seeing the result of this massive transition we are currently in. Sometimes, it may seem like transferring paperwork and ensuring everything is in place is never-ending, but the end goal is in sight. I love seeing all the
puzzle pieces come together, and all our team’s hard work is paying off.
I want to thank Jan for trusting in me and Chris and Patrick for giving me this incredible opportunity. The finance world and the systems at FAI are still new to me. But I have the willingness to learn, and I can’t thank my team enough for being patient with me and offering guidance and insight where needed. I especially would like to thank Sherry Hanford, my officemate, for answering my many questions and taking the time to provide the background and explanations to help me learn the business. She has been extremely helpful in getting me up to speed and moving forward. I look forward to continued learning to help me serve our clients better and seeing what the future has in store for us all!
The finance world and the systems at FAI are all new to me. But I have the willingness to learn, and I can’t thank my team enough for being patient with me and offering guidance and insight where needed.
– Stacy Grzelak
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Change to Weekly Meeting INSIDE FINANCIAL ARCHITECTS
You might be able to tell when you’re getting sick just by talking — your voice may sound raspy or strained. You can gain insight into a person based on their speech. Researchers at the National Institutes of Health are developing an app that uses artificial intelligence (AI) to determine if you’re ill — all by studying the voice. Voice data is being collected in five areas of health concerning neurological, voice, mood, respiratory, and pediatric disorders. The team of experts hopes to obtain 30,000 voice samples to improve the accuracy and algorithm of the app so it can diagnose multiple kinds of health conditions and disorders. Dr. Yael Bensoussan, the director of the University of South Florida’s Health Voice Center and the leading researcher on the study, stated that vocal vibrations and breathing patterns can provide tons of information about your overall health. For example, if someone were to speak low and slow, it could be a sign of Parkinson’s disease. Scientists even think they can diagnose depression or cancer by analyzing and studying a person’s voice. So, how would this app work? According to Fox 13 in Tampa, you can speak into your phone, and the app will record your voice and cross-examine it with its voice collection database. While this may be new to some, researchers in Australia developed a voice screening app that can detect Parkinson’s disease and COVID-19. But what makes Dr. Bensoussan’s study and app different than her competitors is that she aims to keep data privacy at the forefront of her research. Scientists and researchers on the team are excited about the future and how this app will help millions of people. Dr. Oliver Elemento, a co-investigator and director of the Englander Institute for Precision Medicine, told Fox 13 that “future findings could lead to a revolution in health care, where continuous voice monitoring could alert physicians earlier than currently possible to certain conditions.” A NEW HEALTH APP IN THE WORKS Hey Alexa, Am I Sick?
In the fourth quarter of 2022, the team at Financial Architects established a brand-new weekly check-in meeting designed to bring the entire staff together. There were multiple goals behind this decision, including a regular opportunity to process companywide issues as a group and also go over the company’s weekly fundamental behavior. Whether staff members are virtual or in person, it is just a great chance to get together on a regular basis to communicate and get on the same page. On Dec. 13, the Leadership Team led by Pat Marody decided to change the format for the day and bring in a guest speaker. Pastor Robby Emery, alongside his wife Danielle, joined our crew in the large conference room for a chat about life, relationships, “Heart and Hurt,” and a little Michigan football. Robby and Danielle run the Royal City Church in Royal Oak where their passion is people and a “spirit-empowered community.” Robby is also the pastor for the University of Michigan football team and recently took on the role of executive assistant to head coach Jim Harbaugh. He travels to every road game and has been a vital contributor to the culture change that has occurred with the squad over the past two seasons. Robby and Danielle were introduced to Pat by his son Cooper, who got to know the Emerys while he played hockey at U of M. For more information about Sunday 10 a.m. services or the Royal City Church, check out MyRoyalCityChurch.com.
It’s important to note that this app is in the early stages of development and is not a total replacement for a medical professional. If you need medical assistance, please visit your doctor!
The information contained in this newsletter is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Investment Advisory Services offered through FAI Advisors, Inc., a Registered Investment Advisor.
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Chat With a Client Jeff and Roxy Schmitz
Take a Break
HOW DID THE TWO OF YOU GET INTRODUCED
TO FINANCIAL ARCHITECTS?
Solution on Page 4
We got introduced to Financial Architects a few years back through Matt Dery. Matt and I had worked together at U of D Jesuit HS. Shortly after, Matt started working for Financial Architects and he invited us to check out what they were doing. We have been part of the Financial Architects family ever since and really enjoy working with them.
Air Fryer Roasted Salmon With Sautéed Balsamic Spinach Inspired by TasteOfHome.com
This recipe is healthy, affordable, and quick to make on busy nights when you need dinner in a pinch!
INGREDIENTS
• 3 tsp olive oil, divided • 4 salmon fillets (6 oz each) • 1 1/2 tsp reduced- sodium seafood seasoning • 1/4 tsp pepper • 1 garlic clove, sliced
• Dash of crushed red pepper flakes • 10 cups fresh baby spinach (about 10 oz) • 6 small tomatoes, cut into 1/2-inch pieces • 1/2 cup balsamic vinegar
THE TWO OF YOU ARE A PAIR OF BUSY YOUNG PROFESSIONALS. TELL US ABOUT YOUR CAREER PATHS AND WHAT EACH OF YOU DO. I am currently a high school math teacher at University of Detroit Jesuit High School and Academy as well as the varsity basketball coach at South Lyon High School. This is my seventh year teaching at UDJ and first year coaching the boys over at South Lyon. Roxy started in a sales career before deciding to change jobs a few years back. She now works for the Livonia Police Department as a Police Officer and is loving helping the Livonia community.
DIRECTIONS
1. Preheat air fryer to 450 F. Rub 1 tsp oil over both sides of salmon, then sprinkle with seafood seasoning and pepper. In a greased air fryer basket, place salmon. 2. Cook about 10–12 minutes until fish flakes easily. 3. In a 6-qt stockpot, place remaining oil, garlic, and pepper flakes. Heat over medium-low heat for 3-4 minutes. Increase heat to medium-high. Add spinach and cook until wilted. Stir in tomatoes; heat through. 4. In a small saucepan, bring vinegar to a boil. Cook until vinegar is reduced by half, then remove from heat. 5. Arrange spinach on serving dish. Place salmon over spinach mixture and drizzle with balsamic glaze.
WHAT ARE YOU LOOKING MOST FORWARD TO IN 2023?
With both of us settling into new routines at work, we are looking forward to life slowing down in 2023 and being able to spend more time together as a family. We have two pups at home, Tucker and Lulu, who we love to take on hikes and enjoy the outdoors. They keep us busy and active when we are not at work.
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Inside This Issue 1 | Meet a Member of Our Support Team, Stacy!
2 | Can AI Determine if You’re Sick?
2 | Bringing a Little ‘Heart and Hurt’
3 | Chat With a Client: Jeff and Roxy Schmitz
3 | Air Fryer Roasted Salmon With Sautéed Balsamic Spinach
4 | 3 Unique Winter Activities to Experience
Want to Try Something New This Winter? Check Out These 3 Unique Activities
SKATING ON MIRROR LAKE AT LAKE PLACID Lake Placid, New York, had the privilege of hosting the Winter
Throughout winter, we have the opportunity to participate in many activities that are only possible during this season. We can ski, snowboard, snowshoe, sled, and more. While some people
Olympics twice, so it’s no surprise they have some amazing cold weather activities to showcase. A truly exceptional experience is skating on Mirror Lake. They have a 2-mile-long ice track where you can test your speed and areas for people to skate openly or play a game of ice hockey. You can even participate in dog sledding there. It’s a beautiful area filled with various winter activities.
fly south for winter vacations to escape the cold weather, others travel to extraordinary winter destinations within our country. Plenty of options are available if you’re looking for a truly unique experience this winter. Here are three winter activities that will leave you with long-lasting memories. SNOWMOBILE TOURS IN ALASKA Alaska is one of America’s hidden gems, even though it’s the biggest U.S. state. If you’re looking for unique winter experiences, you’ll want to visit Alaska. One of the coolest adventures you can experience is a snowmobile tour. You can hop aboard a snowmobile and ride the same path as the
ICE FISHING EXCURSIONS IN BRAINERD, MINNESOTA
While fishing might be more commonly known as a spring or summer activity, you can get plenty of fishing done in the winter if you know where to go. Brainerd is considered one of the best places to visit for ice fishing
Iditarod Trail Sled Dog Race or visit some beautiful mountains and glaciers. Many of these tours will lead you right past moose, bears, and caribou as you take in the beauty of Alaska’s environment.
enthusiasts. There are over 300 fishing lakes near the city, and you can expect to catch bluegill, walleye, largemouth bass, yellow perch, northern pike, and many others.
If you like to fish throughout the year, check out Brainerd.
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