Scott has had a busy quarter between client meetings, continuing education requirements and his work on the Investment Policy Committee. He has managed to squeeze in some sailing in warmer southern waters and also took some time for his favorite activity, working on boats in exotic places! He and Linden are looking forward to spring and summer in the NW and some visits with their favorite new grandson.
The King Family is very excited to announce that our son’s family (Peyton and Grace) are looking forward to adding Baby King in the July 2025 timeframe. We are hopeful for a positive experience for them both.
Jessica and family are enjoying the initial sunny days of spring! Spring break is under way for all and the kids are enjoying the downtime. Swimming continues to be the family sport, so we anticipate lots of pool time in the coming months. Out of-state family will be in town for Easter so the crew is looking forward to cousin gatherings and family time.
James, Owen and Levi had a blast on the mountain this winter, while Heather and Brooks enjoyed the warmth of the ski lodge (though Brooks managed to coax mom out into the snow as much as possible). But with the start of Spring comes another season of baseball. Owen and Levi are jumping back into baseball mode and James is settling into another chaotic coaching schedule (in addition to volunteer work with Bend North Little League). Brooks continues to chase after his older brothers and grow faster than mom and dad would prefer (it goes by too fast)!
Lindsay is looking forward to nicer weather and watching her oldest play T-Ball for the first time.
Dale has had an especially busy first quarter meeting with clients for Annual Review meetings, now including Jessica Tierney, CFP®, and Katie Martin Hewitt along with Heather Johnstone as supporting team members. Recent market activity, as with other uncertain markets in the past, once again confirms our commitment to managing client assets wisely with a long-term view. Dale and Shirley were able to visit their daughter’s family in SoCal to celebrate a granddaughter’s birthday. Then on to Arizona to visit clients and enjoy a few days of warm sun in the desert. He is once again looking forward to Spring golf and fly fishing!
The first quarter of 2025 was a busy one in Heather’s extended family. Lots of babies being born to nieces and nephews and three wedding announcements. Heather and her husband are looking forward to traveling this summer for lots of family events.
