Happy New Year from The Bishoff Financial Group!
We want to wish you and your family a healthy and successful 2017. We had another great year with our seasoned team, Rich Mills, Mo Palmer, Adam Bray, and Chris Rizer. Merging with Envision Consulting Group allowed us to increase the depth and experience of our team.
We've had a strong working relationship with Brian Fenstermaker for more than 20 years before closing ranks this fall. With the addition of Brian, our team now has four Certified Financial Planner™ professionals. We believe this partnership will strengthen our efforts toward our top priority: providing you with the highest level of service possible.
We are also proud to announce that BFG is now a multi-generational firm. Sammi Scherer has worked closely with our Operations Team, and Luke Mokma with our Advisory Team, as they complete their finance degrees at The Ohio State University in 2017. On Christmas, Sammi and Luke took a big step together and got engaged. We are all looking forward to their wedding this summer.
As for the rest of the family, Heather is in her third term in The Ohio House of Representatives. At the same time, she has spearheaded integrating with Envision to ensure we account for every detail.
Harry is still living in California. We are proud to say that he was sworn into the U.S. Marine Corps and will ship out to boot camp in early 2017.
Emma is a junior at Gahanna Lincoln High School. She is approaching her 16th birthday in February, and is working to obtain her driver's license.
Gracie is in the 8th grade. Aside from earning good grades, one of her proudest achievements is being almost as tall as mom.
2016 grew my team of advisors and positioned me as a teacher and mentor, as well. It brought big changes for this team and our country. At this point, I would suggest that the economy is on solid ground. I hope you look forward to reading Chief Investment Officer Adam Bray CFP®'s brief letter (click) addressing his observations on the markets in 2016.
As always, I want to sincerely thank you for your continued trust and confidence. Please continue to stay engaged with our team regarding your financial situation. Time passes so quickly. If you have any questions or concerns please reach out to our office at (614) 471-2211 or firstname.lastname@example.org.
Wm Eric Bishoff CFP®
President & CEO