“Let me begin by saying it has been an honor and a privilege to work with you during my years in the financial services industry. Some of you began this journey with me at Invest Financial at Johnson Bank. I cannot express how much that has meant to me. I feel extremely fortunate to have had a satisfying career working with such wonderful clients.
Although I will truly miss working with you, I am retiring on November 1, 2020 and will be passing the baton on to my partner Michele Randall who will acquire my business as of that date. She is extremely well qualified as a Certified Financial Planner professional and has years of experience and success. Michele and I have collaborated on your investments over the years and the transition will be seamless. We became business partners because we shared the values and passion for client care. I can retire confident that I am leaving you in the best hands….
…It has been a pleasure to work with you over the years. I want to thank you from the bottom of my heart as I start my new adventure.”