It is with a mix of admiration and heartfelt gratitude that we announce the retirement of our esteemed founder, Brad Champlin, after more than 20 years of exceptional service and leadership. As the driving force behind our firm, Brad has not only built a company that reflects his vision and values, but also cultivated relationships that have stood the test of time. His unwavering commitment to his clients, colleagues, and community has left an indelible mark that will continue to inspire us all.
Since the day he opened our doors, Brad has been more than just a financial advisor—he’s been a guide, a mentor, and a champion for those he served. His deep dedication to helping clients achieve their financial goals, all while navigating life's unexpected turns, has been truly exceptional. Whether helping families plan for their future or guiding individuals through pivotal life moments, Brad's wisdom and care have touched countless lives.
Beyond the firm, Brad has demonstrated a profound commitment to our community, generously sharing his time, talent, and treasure. From his involvement in local charities to his leadership in various civic and philanthropic initiatives, Brad has always led by example. His selfless contributions have set a powerful standard for giving back—one that his family, colleagues, and clients admire and will continue to uphold.
As Brad steps into this well-deserved new chapter, we want to take a moment to celebrate the incredible legacy he leaves behind. His vision and the foundation he built will carry our firm forward, ensuring that the principles and values he instilled will remain at the core of all that we do.
Please join us in wishing Brad the very best in his retirement. His journey has been inspiring, and though we will miss his daily presence, we are certain that his influence will continue to guide us for many years to come.
With sincere gratitude,
Amanda L. Williams Peter Owh
CEO President