You may recall that Kate Barhydt, our paraplanner and social media coordinator, left our team last November to pursue her interest in design. Transitions are always opportunities, and with Kate’s departure, we have been able to fine tune our roles and responsibilities. When thinking about the “perfect” new teammate, we looked at the firm’s structure with an eye toward what is needed now and what will be needed in the future. As importantly, we do everything we can to foster a culture of continuous improvement and it was crucial that we find someone who is personable, proactive and engaged – not to mention someone with solid technical skills and a passion for financial planning and investment management. A tall order!
We are so pleased to give you an update today, and to introduce you to Hallie Kraus! As Financial Planning Associate, Hallie will provide direct support to Lexi and me, in all areas of our financial planning work with clients. Since joining us in late April, she has settled right in and is already very much aligned with our vision, goals, and most importantly, our commitment to you. Prior to joining us, Hallie worked at a large brokerage firm and in the consumer credit counseling arena. Take a look at her bio.
We often say that wealth management is a combination of art and science. I would add that it is also a balancing act: keeping the big perspective in mind while focusing on the details. The addition of Hallie to our team will allow us to maintain our focus on the big picture while also ensuring that you experience an improving array of quality services and results that you have come to expect from The Humphreys Group. Working together, we aim to be even more responsive and connected with each of you so that your client experience is enhanced.
We have a strong team-based culture here, and Hallie’s arrival rounds us out nicely. As ever, we are all committed to supporting you and your family in every way we can to help you reach your financial goals.
I know you will join all of us in welcoming Hallie to The Humphreys Group and we look forward to introducing you to her in the coming months!