December 19, 2023
MERRY CHRISTMAS and HAPPY NEW YEAR! As the year comes to a close, the team at Professional Planning Services is not only reflecting on the successes and milestones we’ve achieved together but also taking a moment to express our heartfelt gratitude to our valued clients. In addition to our collective accomplishments, we’d like to shine a spotlight on the incredible dedication and personal growth of our team members. Let’s take a closer look at the remarkable journeys of Chris Lester, Katelyn Erchick, Keith Lester, and Alan Fried.
Chris Lester: Nurturing Knowledge and Family
This year, Chris Lester devoted his efforts to expanding his expertise in extended care and later life planning. His commitment to continuous learning led him to achieve designations in long-term care (CLTC®) and Social Security (NSSA®), enhancing his ability to navigate complex later life planning scenarios. Outside the professional sphere, Chris prioritized family and martial arts. His dedication to education will continue into 2024, where he aims to share insights about the innovative platform Currence with friends and clients.
Katelyn Erchick: A Year of Achievements and Adventures
Katelyn Erchick’s journey in 2023 was marked by remarkable achievements and personal adventures. She secured her CLTC® and became an Investment Advisor Representative after successfully passing her Series 65 exam early in the year. On the personal front, Katelyn volunteered at her daughter’s school, explored her favorite island, Aruba, and enjoyed a road trip to Wisconsin, with a memorable stop in Ohio’s Port Clinton. Looking ahead to 2024, Katelyn is eager to explore more of the United States, with the Great Smoky Mountains and Dollywood as the first exciting destination.
Keith Lester: Diving into Growth and Overcoming Loss
Keith Lester’s highlight of the year was a unique and unforgettable experience—swimming with whale sharks alongside his father. He dedicated his time to assisting more health insurance clients than ever before, demonstrating his commitment to helping others. On a sad note, Keith faced the loss of his beloved grandmother and sweet dog this year. As he looks forward to 2024, Keith is excited about more diving adventures and continued growth through certifications and ongoing education.
Alan Fried: Resilience and Light in the Face of Challenges
Alan Fried faced a health scare with his eye after a cruise in 2023 but has since made a full recovery and is back to business. Beyond his professional role, Alan is a shining light as a friend and advisor, contributing positively to the team dynamic. We are grateful to have him as part of our team and look forward to more shared successes in the coming year.
As we bid farewell to 2023, the team at Professional Planning Services extends warm wishes of MERRY CHRISTMAS and HAPPY NEW YEAR to our clients, friends, and colleagues. We are grateful for the trust and support that have defined this year and are excited about the opportunities that 2024 will bring. Thank you for being an integral part of our journey, and here’s to continued growth, prosperity, and shared success in the upcoming year!
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), a Registered Investment Advisor. Professional Planning Services and RWA are not affiliated. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents.
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