We love it when good people and good ideas come together. Consider joining us on May 17th at Hearth & Soul for an event focused on financial education with our Matt Hall. If you have yet to hear, Hearth and Soul is the vision of the businesswoman, mom, volunteer, and friend Susie Busch Transou. Susie’s love of hospitality, blended with the desire to enrich the lives of others, has come together to make Hearth and Soul a special place in St. Louis.

And as long-time clients and friends know, Matt Hall’s book Odds On came out seven years ago and is still making waves. The book has taken Matt from the Netherlands (Odds On has been converted to Dutch) all the way to North Dakota (where Matt spoke to a university investment group). Matt’s unique ability will be on full display during this event as he boils down the lessons learned over his successful career, helping others improve their odds of success.

Add the Hearth & Soul with Matt Hall Event to your Apple Calendar

Name – Nicklaus (Nick) Ashby

Occupation – Client Service Associate

How did you hear about HIG? I first heard about HIG through a mutual connection on LinkedIn. I quickly learned more about the firm’s mindset and philosophy through Matt’s book, Odds On.

What are your early impressions? My early impressions have been positive and instilled a sense of excitement for the future. I feel surrounded by people with similar goals, mindsets, and levels of hospitality for others.

What is your favorite part of the job? It is building authentic relationships with others and assisting them in whatever challenges come their way.

Has anything surprised you? I have been surprised by the level of service given to clients. Above and beyond!

*Fun fact – Nick’s had a beard since seventh grade.

We’re often asked what separates us from other firms. Our answer is our people – we believe we have a unique group of individuals who collectively make for a fantastic team to serve our clients. 

We are excited to announce that two members of our team have earned promotions:

Abby Wiss (Crimmins) – Abby has been promoted from Associate Advisor to Service Advisor. Abby has been with our firm for five years and continues to provide an especially high level of service to our clients – whether that is helping with something like money movements or thinking through more complicated scenarios like Roth conversions. For more about Abby, click here.

Matt Luzecky – We have promoted Matt from Associate to Associate Advisor. In Matt’s 3+ years with our firm, he has shown he is an integral part of the client service team… and always ready with a joke! His ability to look at client situations and internal processes differently allows us to continue improving the service level we provide to our clients. Learn more about Matt here.

Congrats to both team members on well-deserved promotions!