10 Years of Caring for our Clients, Team, and Community

Last month, the Sward Team celebrated our ten year anniversary. It’s a big milestone, and one that requires gratitude, as well as a sigh of relief.

We have certainly had our ups and downs over the past ten years, and I’m not just talking market activity. Through it all, I’m proud to say we’ve kept our clients’ best interest at the forefront, and delivering personal, thoughtful financial advice remains our cornerstone. That said, I am also proud that we have a team that genuinely cares for our clients, each other, and our larger community.

I have heard from many of you of how impactful working with Margaret, Lisa and Steve has been, and I know you have come to trust them as much as I do. They show me every day how dedicated they are to you all, and together we are aligned in the same goal, “empowering people to navigate life’s path and protect what they cherish.”

I can also attest to how much our team cares for and supports one another. The latest example is Steve Hoerr and his wife Grace planning for baby number three, and the outpouring of support as his family grows. Margaret has been known to show up at his house unannounced for impromptu babysitting so he and Grace can have a break. I am so grateful to have a team with a dynamic as fun, friendly, and hard-working as ours, and our reputation as a great team to work with has spread throughout the firm and our partners much because of this.

I am also proud that over the past ten years, through thick and thin, our team’s support of the community has not waivered. Between serving on boards, volunteering time, or donating money, the four of us strive to serve causes greater than ourselves, causes that we hope to highlight more this year as we know many of them are near and dear to you as well.

Let me be clear. I do not mean to toot my own horn when I describe how great we think our team is. Instead, I reflect on the journey it’s taken to get us here and the incredible amount of work put in by all of us, fueled by the amazing clients like you. It’s truly an honor to reach this milestone, and to continue caring for you all, caring for each other, and caring for the place we call home. Thank you for being a part of our journey and allowing us to be a part of yours to guide and help you!



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