It’s hard to believe another year has passed! As some of you may know, it has become a bit of a tradition for us to post an annual year-in-review. For us this serves as more than a reflection of the past year; it gives us an opportunity to connect with our team and clients on a more personal level. After a crazy 2020 we weren’t sure what to expect for 2021. We definitely kept busy, but we were also able to have some fun along the way!

We’ve said it before, but it is worth repeating – we are truly fortunate to have a strong, dynamic team; this year, we even added a few new faces! We are confident you will enjoy working with our latest additions in the upcoming year as much as we do.

Keeping with tradition, we’ve asked our team to answer some questions related to their personal and professional growth over the last year, as well as their goals for the future. We hope you enjoy reading about some of them on a more personal level!


What are you most proud of this year?

Graduating college. –Rebekah Holder

My children. – Leigh Anne Joseph

Being independent with my kiddos, who amaze me constantly! – Allison Davis

Recognizing when I have not been where I need to be and making positive changes for the good of me and my family. – Kelsey Wood


How do you describe yourself in 3-5 words?

Determined, helpful, passionate, hopeful, and stubborn. – Kelsey Wood

Adaptable, determined, calm. – Rebekah Holder

Independent, loyal, skeptically optimistic. – Stacie Jones

Hardworking, versatile, multitasker. – Leigh Anne Joseph


What advice would you give your last-year self?

Forget about it – can’t change the past. Move forward. – Michael Thomas

Not everyone has the same goals and that’s ok. Figure out what you want and pursue that! – Kelsey Wood

Look at the larger picture and do not worry about the small stuff – and give your teenagers a curfew! – Leigh Anne Joseph

Don’t argue with fools because people from afar can’t tell who is who. – Stacie Jones


What is a good habit that you built this year? How has it influenced your life?

Trying to work out more often and be healthier. – Leigh Anne Joseph

No new good habits – maybe a New Year resolution! – Michael Thomas

I’ve worked on becoming a more direct communicator. It has helped me be less afraid to request the things I want. – Kelsey Wood

Learning to time-manage work and school, which has enabled me to support myself while getting good grades. – Rebekah Holder


Christmas Decorations – before Thanksgiving, the day after, or wait until December?

Not before Thanksgiving, but this year we decorated on Thanksgiving day. – Leigh Anne Joseph

Christmas Eve – anything else is too soon. – Michael Thomas

The day after Thanksgiving! – Stacie Jones

Usually I wait until December but this year I had them up before Thanksgiving because I was trying to think of something to keep my kid away from his video games! – Allison Davis

I normally wait until the day after Thanksgiving, but I couldn’t wait that long this year! – Rebekah Holder

As soon as possible. – Kelsey Wood


It’s clear that our team has a lot to be proud of and thankful for, including our colleagues and clients! We’ve continued to find ways to bond and support our community in the ever-changing climate. We also clearly need to get Michael into the Christmas spirit a bit earlier than Christmas Eve!

We are thankful for all of the support over the last year, and we truly value the relationships we’ve established with each and every one of our clients. From all of us to you – best wishes to you and yours for success and joy in all your personal and professional lives as we close one year and start another!

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