ln a recent account review meeting, a couple that have been clients for many years asked the question, "Now that Brent is retired, why should we continue to do business with you?" That's an excellent question. I appreciated their directness and experience has taught me that for every person that asks, there are many others thinking the same thing. My answer - "if you've liked our investment philosophy as well as our service to you, rest assured, that's not going to change."
We've built this practice on the following core principles:
As Brent and I reached a "certain age", we were faced with making a decision. We didn't think it wise to sell or close the practice, so we decided to recruit younger advisors and spend time mentoring them in our way of approaching client relationships and investments. A couple of years ago, we added Anders Storvik as an advisor and, most recently, Esmond Pabilona has joined us. Both are highly trained, knowledgeable and energetic. More importantly, they are both conscientious and caring individuals. ln time, we believe that you will come to feel as comfortable with them as you have been with us. Meanwhile, I have no plans to retire for several years to come.
Esmond Pabilona - Associate Planner & Reseorch Analyst
Esmond was born in the Philippines and grew up in the Houston area. He graduated from the University ofTexas at San Antonio with a Bachelors of Business Administration in Economics. Esmond has been in the Financial Services industry since 2014 and assists with investment management and financial planning.
A few things will change, and we would like to tell you what to expect:
As always, we are grateful for your trust. lf there is anything you feel we can do better, we would value your feedback. We look forward to continuing to serve you.
— Priscilla "Cilla" McKinley