We’ve hit a major milestone here at Green Financial Group: our 15th anniversary in business. Since 2008, we have had a long and meaningful journey. Today, I’m here to share this exciting news and a few things that I’m grateful for.

We recently hosted an Open House at our new office. During the planning process, we happened to realize 2023 marks Green Financial Group’s 15th anniversary and decided to combine these two celebrations. To be honest, I hadn't realized that I had been in business for that long and I feel truly honored to experience this achievement.

The Open House was a great event, and I want to express my gratitude to everyone who attended. There was an impressive turnout, and it was during this gathering that I saw some of our clients who have been with us since the early 2000s, around the time of the ExxonMobil merger, even before I went out on my own with Green Financial Group. To think about how these clients have entrusted us with their finances and life savings for 23 years… man, that was humbling.

“It's a humbling experience to see the loyalty and trust placed in this team.”

It's an incredible feeling to know that I have built long-lasting relationships based on trust and that there are around a dozen clients who have remained loyal since the 2000s. This realization fills me with immense appreciation and gratitude. My team and I strive to provide excellent service to our clients, and their continued support is a testament to our commitment.

Once again, I want to thank everyone who attended the Open House and express my gratitude to the clients who have been with us for so long. Without your support, we wouldn't have reached this 15-year milestone. Here’s to 15 more (and beyond)!

If you have any questions, concerns, or comments, please feel free to call or email me. I’m always happy to help.

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