Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Welcome to the Team!
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.
The Luckier You Are The Nicer You Should Be
We all know the Golden Rule. Morgan Housel may have just created the Platinum Rule. And now may be the right time to adopt it. Click here to read about an essential skill leading to non-lucky success over time. Hint: being nice goes a long way.
If you want more Morgan Housel, don’t forget about our podcast with him long before his hit book sold 3 million copies.
Moving on Up
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!