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December 12, 2022

Good morning & happy Monday!

Your mission, your purpose and destiny will all be tied to one thing … YOUR GIFT.

Steve Harvey

Today’s memo comes with an exciting and yet very emotional announcement, one that I have undoubtedly mixed emotions about.   After working together for over 9 years, Monique Mathews will be leaving Intentional Wealth in order to purse her lifelong passion in psychology. 

Monique has been working with me for over 9 years and I am so grateful not just for her hard work and dedication to our firm and our clients, but also for her heart and friendship. 

I am truly excited for Monique and her future, but at the same time she will most certainly be missed on our Intentional Wealth team.

Monique’s last day will be this Thursday, December 15th, so please feel free to email or call her to wish her well in her future endeavors.

Monique has shared with me her tremendous gratitude for the friendships she has established with so many of you, which is why she struggled so much in coming to this decision.  I fully support her in pursing her dream, and I know she will thrive in her new career path. 

Christy will continue in her role at Intentional Wealth, and she and I will be engaged in exploring potential opportunities to fill the role Monique served in.  Our commitment to you remains as strong as ever and we will work as hard as ever to serve you well.

Feel free to reach out to me with any questions. 

On a personal note, I would like to say thank you Monique for the heart you bring to our team every day, your contributions have been invaluable, and I am so grateful for all of your service to our amazing clients.  My life is better because of you have been in it.  Thank you!

Have a wonderful week ahead!

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