Team Update
Summer 2023
Scott wrapped up his sailing adventure in late April and returned to the NW and to the office. He is looking forward to some short terrestrial trips over the summer months and is enjoying working at a proper desk!
Jessica and family took the leap and got a new puppy in May. With all the kids officially on summer break and a new pup under foot the forecast for the next few months may be chaos!
Spring has brought some big events to the Sager Family. James had another wonderful season coaching Owen’s baseball team, as well as assistant coaching Levi’s T-ball team (along with softball, 6 days a week of baseball was a lot!). They also found out that there’s going to be a new addition to the family, come December. Owen and Levi are very excited to have a new sibling to be running around with them.
The King Family had a wonderful family trip to Dubai. This was an adventure that proved to exceed our expectations. Fred and family look forward to going back sometime in the future.
In the last few months Dale has attended Continuing Education conferences to fulfill the CE requirements of the Certified Financial Planner® designation, visited his daughter’s family in SoCal to celebrate grand-daughter’s birthdays, and enjoyed a long weekend in Central Oregon with Shirley. Summer brings golf and fly fishing as well as a family vacation with daughters, sons-in-law, and all grandkids under one roof for a wonderful week!
Dale and Heather Johnstone are also enjoying client meetings in-office once again after nearly three years of interrupted in-person meetings due to Covid. It is truly a privilege to serve our clients.
Lindsay watched her first-born graduate Kindergarten! Now that the weather has finally turned, she has been enjoying some time outside with her family, including camping trips and paddle boarding.
