Introducing Ashton Condrey
Although it feels strange to write this, especially staring at a weather forecast that has a high of 40 on Friday with potential snow, we would like to wish everybody a happy spring! Life at 8 Pine Tree Dr. is still well, and with another tax season in the rearview mirror, we have our sights set on some warm summer weather.
The past year or so has seen some pretty incredible growth at Pitzl Financial. Speaking from a strict numbers’ standpoint, we are now working with over 400 families and managing over $500mm on their behalf. Many of us have a long tenure of being here, with myself and Rick both at 8 years, Ann at 9, and Joe claiming the top spot with a whopping 12 years in May (which also marks the anniversary of Pitzl Financial). I can safely say when I joined the team, I didn’t expect to hit this milestone as fast as we have. This really is a testament to the amazing clients that we serve. We all feel truly lucky to work with the families who have entrusted us with their financial planning, and do not take that opportunity for granted.
As part of our ongoing mission to serve those who we advise, we have continued to invest in, and expand, our team. Our most recent addition comes on our administrative side. Ashton Condrey recently joined our team and dove in headfirst to support any and all client needs that come through the door. This includes ensuring formwork is accurately submitted, assisting clients with cash movements, managing client meetings, and probably a million other things that I don’t see the administrative team take care of (for the better, I might add. Ann and Ashton truly are the glue that holds us together when things get hectic).
On the note of Ann, we have been pinged a couple of times on whether this is indicating a possible retirement, to which the answer is a hard no. Ann has been the rock on our team for darn near a decade, and has helped us grow the clientele from about 100 when she started to the previously mentioned 400 we work with today. It’s safe to say, it was time to get her some help! Further along that point, Ann and I made an agreement a couple of years ago that we’d each go another 20 years before kicking off the work boots. That clock now sits at 18, so there’s still plenty of time left! Then again, I’m guessing at some point she’ll ask me to take a few of those years off her plate.
Over the coming months, you will likely hear from Ashton as she continues to grow in her role and, more importantly to her, learn as much as she can about our clientele. We have no doubt that you all will be as welcoming to her as she will be with you!