Stakeholder Spotlight

Life Updates from Your BW Team Members

Posted on April 07, 2022

Michael: I have an exciting year planned as I’m most looking forward to marrying my love, life partner, and best friend, Brooklyn Carter on November 12th in Cancun. We look forward to celebrating this joyous occasion with our dearest family and friends. There’s nothing better than marrying the love of my life and having my two best girls in Cancun; Sadie, our beloved Boxer-Ridgeback of 9 years, will participate in the ceremony! Aside from this, working out with my new fitness coach, Alec Frank, and continually improving my golf game are what keeps my mental health in check. Overall, I feel incredibly blessed to work with incredible people and trusted clients every single day!

Brandon: Lately, a lot of my time has been dedicated towards work tasks/projects, research/due diligence, etc. When I’m not consumed with work-related items, I have been making time to go to yoga classes, local concerts and events, and finishing up various home improvement projects. Ultimately, my work continues to be fulfilling and interests me more than ever, plus I relish our team’s camaraderie, so I’m truly enjoying this phase of my career.

Jake: My biggest news is getting married last November in Cabo San Lucas. We have plans to take a trip back to the Midwest in the summer to visit friends and family. I’m also continuing my studies for the Certified Financial Planner (CFP®) designation and have set a goal to complete the program by the end of 2022.

Alex: I’ve been incredibly busy studying for my CFP® exam, which I’ll take in July! In June, I’ll attend a four-day review course in New York to help me prepare. I joined the Jewish Family & Children’s Service Leadership group and am really enjoying being involved. We are half-way through the program’s schedule, and I’m fascinated with the cause and happy to meet some great people. I’ve been supporting my girlfriend, Sam, through her medical school studies and she has one year left.  Our dog Milo just turned three years old in March. My little brother, Marcus, will be graduating from Rutgers this spring and I’ll travel to the east coast several times this summer to attend a handful of weddings. 

Allison: I’ve enjoyed onboarding with the BW team and getting to know such a diverse and welcoming client base. I’m still so happy to be living on the West Coast and to be helping my brother and future sister-in-law plan their June nuptials in Boise, ID!

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In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.