I'm starting this newsletter as a fun way to engage clients and those interested in keeping up with the firm and myself. With it - I aim to pass on financial news, tips, and insights in a personal and, hopefully, engaging manner. I'll take a closer look at a financial headline by connecting it with a drink that I enjoyed as a light-hearted way to make each topic more relatable because the best conversations are the ones enjoyed over a common denominator. Additionally, I hope to shine a small light on a local business, entrepreneur, or just someone out there making a difference in the community.

And of course, this newsletter would be nothing without pupdates from our Upbeat family. If you'd like your doggo to be featured, please send a picture for me to use!

Come for the personal finance literature, stay for the puppy content.

Here we go!