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Generosity and Donor-Advised Funds

Culture and Values | Optimism | Planning

Good Morning and Happy Friday! A couple weeks ago we touched on what an extraordinary year 2020 was for many different reasons. Of particular note has been the extraordinary “rise to the occasion” of you, our clients and friends of the firm, as many have stepped forward with generosity and care for others. Despite all…

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Stay Calm & Survive Tax Season

Culture and Values | Planning

Greetings! Life seems to always pick up the pace in the month of February. For us, we start thinking about all of the appetizers we plan on eating when watching the Super Bowl (we won’t tell you our pick!). It is also when we start thinking about taxes. While not the most glamorous topic we’ve…

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Congratulations to Kelli!

Culture and Values | Planning

Tschetter Group is proud to announce that our Financial Planner, Kelli Kingma, has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and experience-based…

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Still In This Together

Culture and Values | Optimism

We are still in this together.  Even as we woke to an uncertain election outcome, that’s our overwhelming feeling and encouragement to you this morning. We say this well aware of current reality.  Votes will likely be counted for days still and the courts may even be involved in deciding the outcome.  It’s clear, as…

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Your Story Matters

Culture and Values | Optimism

Greetings! For those of you whom I have not yet had the pleasure of meeting , my name is Amy Burry and I started with Tschetter Group a couple months back. It has been wonderful to meet so many of you either over the phone or by email since I arrived. You have made me feel…

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Recent Fire

Culture and Values | Optimism

Like most Tuesday mornings I arrived into the office a little after 7am and began my day diving into the market, covering items with the team, and talking to a few clients and prospects. As I was picking up the phone mid-morning, I saw my significant other, SarahRose, calling the main office. My eyes lit…

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Welcoming Amy Burry

Culture and Values

Greetings all – Happy Friday and Happy 4th ! We hinted that we’d found someone special when we announced Sheryl’s retirement last month. Well, it’s official, we are now thrilled to welcome Amy Burry to the team and introduce her to all of you! Amy brings passion and drive to the task of caring for clients,…

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Celebrating Sheryl

Culture and Values

It’s not often someone like Sheryl comes along. Just over five years ago we had the good fortune of her joining the team and boy are we grateful she did. We had the privilege of being the last stop on a career filled with professional accomplishment and stellar care for clients. Next month, she will embark on her…

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Unity & Hope

Culture and Values

On Tuesday of this week, there were 30 million posts on Instagram with the hashtag #blackouttuesday, an encouraging display of solidarity in the midst of much division. We’ve also of course witnessed plenty of unrest & turmoil over the past ten days which we know amplified an already challenging and unsettled environment for many of…

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Welcome Rick Lee

Culture and Values

We recently sent a note about embracing innovation highlighting a few of the ways we’re working to get better for clients. It’s a commitment we take seriously and there’s much work to be done to make sure it happens. That’s why we’re excited to welcome the newest member of the Tschetter Group team, Rick Lee.…

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