Turning the Page

As we close out 2022 and welcome 2023, the new year is a natural time for reflecting on the year that was and planning for the year ahead. 

There were several important milestones for Vivant Financial Services in 2022.  We completed our first acquisition in 2022 when Charlotte Tyson, CFP® retired and successfully transitioned her clients over to the firm.  Charlotte was a perfect candidate for our first succession plan as we had known each other for many years and had similar approaches to financial planning and wealth management.  We are honored to welcome all of the clients from Tyson Financial to the Vivant Financial Services community.  We look forward to working with you for many years to come to help accomplish your most important financial goals.

We were excited to welcome Marissa Haines, Administrative Associate, to the team in June of 2022.  Marissa has over 11 years’ experience in financial services and has a passion for providing exceptional service to our clients. She is a Notary Public and makes those services available to our clients as needed.  Marissa was one of the first branch office professionals in the country to successfully complete the Office Professional’s Certification Program with LPL Financial this year.  We are proud of Marissa’s accomplishments and look forward to her continuing success.

We enjoyed several client appreciation events in 2022.  Our Ice Cream Social in July was very well attended.  Sweet Cow did a fabulous job with the ice cream treats.  We had great music, games, bubbles, chalk art, and prizes!  We plan on doing it again in 2023 – please look for information later this year and mark the calendar for July 15th, 2023.  We also gave out over 100 pies during Thanksgiving to our amazing clients!  We love seeing so many of our most important people and hearing about the holiday plans.

Much time and attention was directed towards helping our clients navigate the financial markets in 2022.  Volatility in the stock markets combined with negative returns in the fixed income markets due to rising interest rates made for a challenging investment environment.  Our focus remained on helping clients make wise investment decisions to accomplish their long-term goals.  This included taking advantage of timely opportunities in the markets as well as sticking to timeless investment principles.

As a company, we remain humbled by the trust and confidence our clients consistently show.  Even during these challenging times, we continue to receive referrals and introductions from our clients and other professionals in the community to excellent folks that we can help.  We sincerely appreciate the opportunity to be of service to your friends and family in the areas of financial planning and wealth management.     

Here's to a happy, healthy, and prosperous 2023!
 
Ryan L. Mason, CFP®, AAMS®
President, Wealth Advisor
CA license # 4065082
 
Vivant Financial Services
940 Kimbark Street, Suite 3
Longmont, CO 80501
P: 720.797.5967 F: 720.715.8332