Employee Shout Outs Carrington Dudley - Business Analyst “In my opinion, you really make our partnership run so smooth, and I use partnership because it feels more like that than just a typical client-vendor relationship” - Advisor
Justin Deckert - Support Specialist “ I got Justin and we spent some time together. He was very, very helpful today with me. He was extremely helpful taking the time to assist with the plan and explain how things were working. He was great! Patient with everything I had. I’m coming from Naviplan to MoneyGuide and this is very different in trying to understand how this is working. This client and case is extremely complex and I needed to go through the sale/potential sale of two different business and putting that into the plan, but Justin was great through it all.” - Advisor
They’re Engaged! Scott Bayer and Caitlin Taylor got engaged! An office romance blossomed into a year and a half relationship then Scott popped the question in front of close friends on a beautiful Sunday afternoon.
4
