Looking forward to year 45 of Friday Night Lights this fall!
Update: 7/28/2026
I can’t wait to be finished with this transition! I was told over the weekend by a buddy that is in a similar but different business that we are way ahead of where he thought we would be a month into this. Expectations were a little high on my part…surprising right?!?!?!
Thanks to Aidan Anderson, Phillip Bacon and Tyler Hoffman for powering through this “re-papering” the clients of LWM LLC!
When you consider the amount of data points we dealt with over the past few months, it really is amazing how little was not perfect.
Technology is great as long as it works!
Consolidating multiple excel spreadsheets from multiple data bases and multiple platforms into the “master excel” is a tribute to Phaedra Fahnestock! Simply remarkable and the very best… thanks for still being here for me and our clients!
We are starting to see a light at the end of the tunnel and there are no train whistles, so we are truly Blessed and Thankful.
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The proverb “All good things must come to an end” originated with English poet Geoffrey Chaucer in the late 14th century.
I am pleased to let you know I have moved my Independent Advisor Representative FINRA licenses from Cambridge Investment Research Advisors to Convergence Financial LLC!
I have been an IAR at CIRA since mid-year, 2005. Many fine folks at the Cambridge Mother Ship have helped me and more importantly my clients over the years, and I appreciate each and every one of you! Thank you!
“All good things come to those that wait.” was used by the English poet Lady Mary Montgomerie Currie (1843-1905), under her pseudonym of Violet Fane, in her poem Tout vient a qui sait attendre.
There are multiple reasons for the move to Convergence, and I would be happy to talk with you if you are interested in the story…
Continuing to be Blessed and Thankful here in flyover country!
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