We’ve had a lot to celebrate this past quarter. The Financial Times selected Bedel Financial as a Top 300 RIA (Registered Investment Advisor) firm for 2018. We’re grateful for the recognition, but mostly, we’re thankful for our wonderful employees. They all work hard to provide excellent service and results for our clients every day.
However, let’s share credit where credit’s due: None of this would be possible without our fantastic clients!
We’ve been located in our new home for a while now, and we’re still loving it! Thank you to everyone who attended our Open House on June 19th, even though the weather was less than perfect. If you weren’t able to make it, let us know when you’d like to stop by to see our new location. We’ll arrange an impromptu “personal tour” just for you!
Last but not least, we would like to congratulate and thank Amy House, who is celebrating her 10 year anniversary with Bedel Financial. We are very grateful to have such a wonderful and dedicated employee!
And now, here’s what’s coming this quarter! Bedel Financial is hosting a few events that will be coming up quickly. First will be our annual Shred Day, which is on September 22nd this year. Please mark your calendars for this popular event. We enjoy seeing everyone as you bring us your documents to securely shred! The second event is our annual Bedel Financial Forum on November 7th. It will feature Jeffrey Kleintop, Chief Global Investment Strategist for Charles Schwab. He’s a fantastic speaker and will share his insights on global markets and strategies with us. We’ll send out more information on both these events soon or you can visit our website events page. We’d love to see everyone at these two events!
With warmest regards,
The Bedel Leadership Team:
Elaine Bedel, CEO and President - Executive on Loan
Evan Bedel, Generation NeXt Advisor; Director of Finance & Strategy
Meredith Carbrey, Wealth Advisor
Ryan Collier, Sr. Portfolio Manager & Director of Investment Management
Kathy Hower, Wealth Advisor & Director of Financial Planning
Cassi Vanderpool, Director of Administration & Chief Compliance Officer
Bill Wendling, Sr. Portfolio Manager & Chief Investment Officer