This past summer has been filled with exciting travels, memorable events, and valuable learning experiences for our team. As we reflect on the season, we’d love to share a few highlights from our summer adventures and key events that made it unforgettable.
Exploring New Places and Cherished Moments
Throughout the summer, our team took some well-deserved time off to recharge and celebrate life’s big moments. Both Sam and Zach had the incredible opportunity to travel across the pond to Italy, taking in the rich culture, stunning landscapes, and, of course, the amazing food! Closer to home, we had team members visit the scenic Wisconsin Dells, the vibrant city of Nashville, the picturesque mountains of Breckenridge, and a few local getaways around Iowa, Minnesota, and Wisconsin.
A Successful Client Event in August
On August 15th, we hosted a well-attended client event where Patrick Sittner shared valuable insights into how markets typically react during an election year. With delicious appetizers and drinks on hand, it was a fantastic evening of learning and connecting. We always appreciate the opportunity to engage with our clients and provide insights that help them navigate important financial decisions.
A Fond Farewell to Our Summer Intern
As the summer drew to a close, we said goodbye to our fantastic summer intern, Cole Hillman. Cole headed back to Bethel College to continue his degree in Finance and pursue his collegiate baseball career. We’re grateful for his hard work and enthusiasm over the summer and wish him the best of luck in his academic and athletic endeavors!
Attending Excell 2024 in Orlando
Our entire team had the pleasure of attending Excell 2024 in sunny Orlando this fall. It was a great opportunity to learn, network, and bring back new ideas to serve our clients better. Some of our team members even brought along their families to enjoy the beautiful resort and everything Orlando has to offer, from theme parks to relaxing poolside.
We’re excited about all that we’ve experienced and learned this summer and look forward to applying those insights to better serve our clients as we move into the fall.
Patrick Sittner is not currently registered with or affiliated with CWM, LLC. or Cetera Advisor Networks
