We ask you to join us in welcoming Kyle Buzzard to the Carr Wealth Management team. Kyle comes to us with a degree in economics, and after experience at Koch and Cargill in commodities trading. Kyle says, “I look forward to the opportunity that lies ahead and the ability to help others not only meet their goals, but leave a lasting legacy.” In his spare time Kyle enjoys golfing, watching sports, duck hunting, fishing and hanging out with friends. His enthusiasm and commitment to serving others make Kyle a welcome addition to the Carr Wealth Management family.
On that note, we are also saying a sad farewell to Shelli Kadel. Shelli came on board and organized administrative systems, strengthened communications and planned client events. She will be moving on to oversee educational programming in a new startup venture. Shelli says, “I have formed some lovely friendships at Carr Wealth Management. I will take in my heart the people I have met here, the time with Greg and Debra, and the opportunity to help put in place a new vision for ‘Money on Mission.’ Thank you for making my two years here unforgettable and very rewarding.” Shelli will be sincerely missed.
We look forward to the growth that is on the horizon and being able to increase our services for each of you. Thank you for allowing us to serve you.
Greg