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As we close out VISION 2026, I want to thank everyone for supporting this effort over the past several years. A special thank you to the Strategic Planning Committee who led the 17 initiatives that helped move our firm forward. The following pages offer a brief recap of each initiative and the progress made. We’re now turning our attention to Strategic Planning 2030. We look forward to building on the momentum of VISION 2026 and working together to shape what’s next for our firm.
- Derek Wold, COO
Baxter & Woodman | VISION 2026 Strategic Planning Recap
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