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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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Embracing Innovation

Culture and Values

Last week during Microsoft’s quarterly earnings call, Microsoft CEO Satya Nadella suggested that the world has seen two years’ worth of digital transformation in two months. Tough to know for sure if he’s right, but it rings true. We’ve likely all experienced this acceleration as we try to stay connected to others in new ways with quarantine…

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Dinner Tables

Culture and Values | Planning

Good Thursday morning, the first day of Spring if you can believe it! And yes, we’re talking about dinner tables. They’ve taken on a different character and quality over the past few weeks haven’t they? One week ago, our family got word that our kids would be out of school, effective immediately and we’re settling into a new…

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Optimism

Culture and Values | Optimism

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” -Helen Keller Congratulations, you made the Tschetter Group mailing list! In all seriousness, you’re reading this because we consider you a friend and someone we’d like to help if it’s ever needed. Maybe someday you’ll need a partner to…

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Same Tschetter, new name (and website!)

Culture and Values

Greetings, If you believe it, you can achieve it. That simple yet powerful philosophy to wealth-building has inspired us for decades and gave us the courage to create Tschetter Wealth Advisors almost two years ago. We are humbled by the opportunity to walk alongside our clients as they explore life’s possibilities. Looking ahead, together. Today,…

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