2022 has been a year of growth & gratitude for us at Cedar Cove.
This year, Cedar Cove launched our Advice Team, a group of team members dedicated to supporting our advisors to ensure our clients receive excellent service and comprehensive advice. This new team is comprised of familiar teammates, Sam Ludlow-Broback (Planning Advisor) & Chase Abell (Financial Paraplanner), and a new staff member, John Kelly (Planning Advisor). Many of you may have already been introduced to Advice Team members during client meetings, office visits, emails, or phone calls. We are thrilled to have this group of talented, experienced, and caring professionals focused on streamlining our client support.
Our Investment Research & Operations team has also grown this year. Joining Keith Sapp (Dir. of Investment Research and Operations), Sara Schreiber (Client Account Manager), and John Carpenter (Investment Analyst), Jonathan Lofquist joined our team as an Investment Analyst, increasing our team’s expertise and knowledge, especially in the area of ESG investments.
This year we were sad to say goodbye to Kim Zunker, our long-time Director of Operations. We are endlessly grateful for her years of service, and are excited for her next chapter working at a local school.
In addition to our growing team, our families have grown. In 2022, we’ve had three beautiful new babies join the Cedar Cove family.
Despite our staff working across time zones and navigating the “new normal” of a post-pandemic work/life balance, our team continues to strengthen our common bonds of care for one another and care for you, our clients.
And speaking of our clients, we continue to grow in gratitude for your support, trust, and generosity. We are blessed to work every day with folks who share our values of building a strong future for our families, our communities, and our world.
May your holiday season be filled with joy, laughter, and meaningful moments with family and friends. We look forward to another year of serving you in 2023.
Disclosures
Cedar Cove Wealth Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Advisory Persons of Thrivent provide advisory services under a practice name or “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Cedar Cove Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.
