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…

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…

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…

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…

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,…

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…

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…

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.…

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…

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…