03/10/2026
On International Women’s Day, we think about all the incredible women in our lives – those family members, clients, and friends who make an incredible impact on our lives being who they were created to be day in and day out. We also think about our team members who bring their best each day and truly make our world a brighter place. We’re thankful for these amazing women!
Krista - Financial Advisor
The level of trust our clients put in Krista is a testament to her knowledge, professionalism and great work with each of them. The thing I’m most grateful for about Krista is that she’s helped bring women into the conversation about their own wealth and future. And not just into the conversation…into confidence, into courage, and into control. They all see the same confidence and care. But mostly they see a great advisor who asks good questions and listens to them, always empowering them to choose the direction that’s good for them. She is a gift.
Sarah - Account Administrator
I’m so grateful for Sarah’s blend of calm self-assuredness and this insane initiative to be “eyes up” for anything that’s even remotely related to what a client needs. She knocks out the action items and then seem to be immediately aware of the second- and third- tier possibilities. We just know, if we give it to Sarah, it’ll get done! And as important as this all is, her consistently positive and kind personality is the true magic that makes people want to work with her. Thankful for the high character and energy she brings to our team and clients. It’s so great getting to work with her.
Tae - Administrative Assistant
It’s not every day we meet someone whose knowledge of the life insurance industry rivals Mark Weddle’s, but here she is. 😊 I so enjoy having someone so professional and capable helping on these cases, looking for things we might have missed, seeing where we are trying to go and helping us get there. She’s also helped me a ton in organizing my professional life by trimming my inbox, moving stuff to the calendar, and keeping me on track. More importantly, her constant positivity and creativity that she brings to the team is a great source of energy.
Libby - Practice Manager
The unfair advantage we have enjoyed by having her as our EOS coach the last several years has been a driver in our success, and more importantly, in our team cohesion. She has an impressive focus on development of people inside their unique abilities, and a refreshing commitment to Strategic Coach concepts. This makes growth not only easier, but also more fun. I am thankful that she doesn’t allow herself or anyone around her to settle for second best when she has a clear vision for the best way. I am thankful as well for her deep character and integrity. Life and work are hard enough as they are, and so it makes everything a bit easier knowing we can trust her completely.
