Season’s Greetings from Cedar Cove!
Season’s greetings from the Cedar Cove Wealth Partners Team!
2024 has been another year of growth for the team and our families. We’d love to share a few of our highlights:
- Chase Abell, a familiar face to many, moved to our Investment Team to handle new business and trading support. While you might not see as much of him during a meeting with your advisor, his calm and friendly demeanor will continue to support our clients behind the scenes.
- George Zhuang and Will Dardon Goodall, our newest Advice Team members, grew immensely during their first year with Cedar Cove. They have provided great support to the Cedar Cove advisors and clients.
- Our Planning Advisors, John Kelly and Sam Ludlow-Broback, have taken lead advisor roles for several of our new and established clients. We are delighted that many more clients have the opportunity to work closely with these talented, insightful advisors.
- We welcomed a new team member, Katy Holten, to Cedar Cove as our Client Experience Coordinator. You can expect to see more of her in the coming year as she focuses on making your experience at Cedar Cove the best it can be.
An important part of growth is change. This year we’ve said a bittersweet goodbye to two of our long-time teammates.
- Pang Xiong, who started with us right after graduating from her undergrad, continued her education in marketing during her time at Cedar Cove. We are thrilled to share that she has moved on to a career in that field.
- Barb Sipe, after working as our client scheduler for over 8 years, is retiring at the end of 2024. We are so excited to see what’s next for Barb, whose enthusiasm, positivity, and kindness will be deeply missed.
Finally, we continue to be inspired by YOU, our clients. Your stories of growth, change, and generosity are the reason we love working at Cedar Cove. We experience a wealth of gratitude every day for your trust and partnership.
We hope your holiday season is filled with joy, love, and light. We look forward to bringing you peace of mind in 2025 and beyond.
–The Cedar Cove Team
Disclosures
Advisory Persons of Thrivent Advisor Network provide advisory services under a “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.
Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Cedar Cove Wealth Partners are not affiliated companies.
