Many of our clients and friends participated in LongView’s Charity Golf Tournament held in September of 2011 benefiting the NTAF Southeast Brain Injury Fund in honor of Danny Diaz. Still others generously donated to help cover Danny’s uninsured medical expenses. We want to share with you the wonderful news of his most recent improvement. On Christmas Day, Danny was able to walk out of his bedroom (with a walker) and sit at the dining room table – unassisted. Every day he practices standing up from his wheelchair and walking a short distance, a huge and hopeful accomplishment.
It is through your donations that Danny was able to continue in Beyond Therapy, the program that has been so instrumental in his improvement. Danny and his family are immensely grateful and want everyone to know how relevant these generous contributions are in Danny’s life.
Lisa Kaufman is participating in the IRS’s VITA/TCE Program from January through April 17th. The VITA/TCE (Volunteer Income Tax Assistance/Tax Counseling for the Elderly) is a program set up by the IRS to assist elderly taxpayers by providing free tax return preparation. Lisa had to pass various IRS exams before she could be certified as a VITA volunteer.
On January 8 and January 15, Wes Bigler spoke to the combined adult and youth Sunday school classes at Woolsey Baptist Church in Fayetteville, GA, on the topic of The Gospel and Money: A Biblical Look at Financial Truths.
We want to congratulate Mike McKay who passed the CFP® Certification exam, a comprehensive two-day, ten-hour test covering investments, insurance, and retirement, tax, and estate planning.
November 2011
LongView Advisors and Assistants attended the Cambridge National Conference held November 2-5, 2011, at the Atlanta Marriott Marquis.
Wes Bigler, Michael Lipsey, Kris Dwyer, Susan Ganser, and Bruce Ellis were selected by Atlanta magazine to receive the FIVE STAR Wealth Manager award for 2011. This elite award, given to fewer than 3 percent of the 21,000 wealth managers in the Atlanta area, identifies a select group of financial professionals who are exceptional in both their ability and their commitment to overall satisfaction. The award winners appeared in a special section in the October issue of Atlanta magazine.
October 2011
- Wes Bigler and Quinton Fisher, along with LongView client Brett Goodell, participated in the Sandra Queen Memorial Golf Classic, held October 4, 2011, at BridgeMill Athletic Club in Canton, GA. The tournament benefited the Cherokee County Fellowship of Christian Athletes. Money raised provided resources for coaches, camp scholarships, mentoring, and local staff. Mr. Goodell, a client of Quinton Fisher, is on the Board of the Cherokee County chapter of the FCA.
- Tom Bosley became a grandfather for the 10th time with the birth of his granddaughter, Mary Kate, on October 10, 2011.
- Suzanne Barranco who has been LongView's Director of First Impression for 24 years, retired in October. While she will be greatly missed, our "Mom" will always be part of the LongView family.
- Taking over as part-time receptionist is Laura Ross, who will share the job with Iris Goggin.
September 2011
- Thank you for your participation in our Golf Tournament!
The tournament was held to benefit Danny Diaz, son of Hector Diaz, one of LongView’s Registered Representatives, who was severely injured in a motorcycle accident. Please check out the website www.dannyandallison.com to learn more about the Diaz family and how everyone can help.
- Quinton Fisher was one of the organizers of the Envestnet Platform Luncheon held on August 4, 2011, at Maggiano's-Perimeter Center for Atlanta area Cambridge advisors and assistants. Susan Ganser, Kris Dwyer, Doug Stefanini, and Lisa Kaufman attended the meeting, along with Quinton.
July 2011
- Bruce Ellis became a grandfather for the third time when his daughter gave birth to a baby boy, Jackson, on July 28.
June 2011
- Jennifer Stewart, who has been Wes Bigler’s Senior Financial Planning Associate since 2004, gave birth to a beautiful baby girl on June 20, 2011 – Kathryn Ruth Stewart (Katy). This is the first child for Jennifer and her husband, Seth.
- Jessica Engebretsen has assumed the full time position of Assistant to Wes Bigler.
May 2011 - Susan Ganser continues her active membership in the Georgia Consortium for Personal Financial Literacy, an organization that supports a wide range of educational services to promote financial literacy in Georgia, especially among the elderly and the disadvantaged.
April 2011 - Jessica Engebretsen and Jennifer Stewart attended the Financial Planning Association Regional Conference where they served as mentors for the FPA student chapter, made up of college undergraduates interested in financial planning as a college major and a career.
March 2011 - LongView Wealth Management was a major sponsor of the 2011Taste of Love, the signature fund raising event benefiting the Epilepsy Foundation of Georgia. Held every year at the Ritz Carlton-Buckhead and attended by more than 600 prominent Atlantans, the Taste of Love raises money to support the programs and services of the Foundation.
January 2011 - Quinton Fisher attended a conference in Phoenix, AZ, as a member of the Envestnet National Advisory Council.
November 2010 - Michael Lipsey arranged for LongView Wealth Management to donate to the Atlanta Hawks Foundation, a charitable organization dedicated to improving the quality of life of Georgia's young people.
October 2010 - LongView Wealth Management was a sponsor of the Mt. Vernon Presbyterian School Golf Tournament. Quinton Fisher, Wes Bigler, Michael Lipsey, and our client Brett Goodell participated, playing one hole with PGA professional Heath Slocum.
June 2010 - LongView Wealth Management helped sponsor a golf event for the benefit of Atlanta's Whitefoord Elementary School and the United Way.
September 2010 - Wes Bigler, Quinton Fisher, and Michael Lipsey attended the Cambridge Investment Research National Planning Conference in Kansas City.
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