With Memorial Day just around the corner, we’re officially kicking off summer and I suspect, like me, you’re going to make every second count. Although we had some normalcy last summer, we’re finally getting back to safely gathering and having full capacity at venues around the state. I am looking forward to getting together with family and friends at every opportunity and finally attending a Nationals game – with lots of fans in the stadium.
Last week, we announced that we’ll be officially reopening the office on Tuesday, June 1. The safety of our team and clients remains our first priority and after working virtually since March 17, 2020, we feel comfortable that clients can safely return to the office for appointments. The switch to a virtual work environment was seamless with our advisors and team members able to serve all our client’s needs with laptops and flexible technology platforms. While we would love to see you in person, Phone and Zoom appointments will continue to be an option, if you prefer.
We also recently announced the addition of a new member of the support team, Sophia Whitney, Client Services Associate. She brings an extensive history in financial services to the PFG team and she’ll be working alongside Sara Lempa and Sara Aulebach. Her focus on client-centric care makes her a great fit for our team and for ensuring your transactions are processed smoothly and efficiently.
From all of us at PFG, I hope the holiday weekend is the start of a great summer – full of barbeques, baseball games and the beach. As the pace of life has suddenly begun to pick up, hopefully, you’ll be fortunate enough to also retain a bit of the quiet family time that we’ve all become accustomed to over the past year.
We hope to see you this summer – either in person or via Zoom. We’ll be here!
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2021 RJFS Chairman’s Council Member*
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