Fond Farewell and Moving the Cheese

If you follow me on Facebook or Twitter or receive my weekly e-newsletter (opt-in here) you’ve likely noticed that I’ve been hinting at some big changes at the firm.  So what’s the big news?  I have a new Client Services Director!

I have been blessed to have Paula as my Client Service Director since last September.  If you’ve called or email the office you most likely talked with Paula.  She is the kind voice that conveys our unique approach to estate planning (we call it “whole family wealth planning”) and lets each person know they are truly appreciated.  Everyone enjoys talking with her.  How do I know this?  Because that’s what everyone tells me.

So why a new Client Services Director if I have such a great one already?  Paula lives in Kalamazoo and worked “virtually” from her home.  She had an opportunity come up that was better for her family and her own business.  Although I’m sad to see her go, it is the right move to help fulfill her hopes and aspirations.  I wish her the very best and have no doubt she will be incredibly successful.  I am glad that I can call her a friend (and will stay in touch).

And I’m very pleased to welcome our new Client Services Director, Kristi Lallo!  Although I was reticent about the change at the beginning, it turns out my initial “fear” of the change was nothing more than a fear of “having my cheese moved.” Kristi is already becoming an invaluable member of the team.  She brings a wealth of experience, knowledge and customer service excellence.  I’m excited about the firm’s future with her directing Client Services.

If you had the pleasure of working with Paula, please let her know how much she is appreciated.  And please give a call or send an email to give Kristi a warm welcome.  We always enjoy hearing from our clients, friends and business associates!