Over the last 34 years as a financial professional, I‘ve enjoyed the privilege of working with many individuals and families helping them plan for or transition into the next phase of their lives.
When we engage with new clients of the practice, we make a solemn promise to each one. The promise is that our Horizons Team will be with them today, tomorrow and the rest of their lives and when they need us the most.
Almost four years ago, we started actively considering and planning for the next generation of advisors that could take the practice forward at some point in the distant future.
My nephew Andrew Dean, at age 30, is the newest and youngest member of our Horizons Team.
Andrew and his wife, Krista, married December 15, 2018
Andrew performs a key role as Operations Manager for the successful operation of the practice. As we continue to fill the roles of the next generation, we have key characteristics that must be met.
- Have a servant’s heart. Genuinely care for our clients like family.
- Always engage in the best interest for our client. Not what’s going to generate the highest fee or commission.
- Always keep your promises.
In closing, I would like to share a portion of our corporate Mission Statement:
We hold ourselves to a high fiduciary standard both personally and professionally within our family practice.
We are grounded in Christian values of honesty, kindness, trust & respect with a core sense of community responsibility.
Our commitment is to our clients and their financial well-being today, tomorrow and throughout their retirement future.
Integrity – Experience – Stewardship
We consider it an honor and privilege to be in service to our clients and their families. Something we don’t take for granted.
Until next time…
Stay Safe and Be well.
Jim Nix and the Horizons Financial Family