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Stokes Family Office Update

As we begin the 4th quarter of 2020, we wanted to give you a quick update on the growth of our firm. A commitment we made to our clients when we launched Stokes Family Office in July 2019 was to attract, nurture, and retain talent and to continually reinvest in our business in order to better serve each of you.

Despite the economic and public health shock we have all experienced this year, our firm has grown at a faster pace than in years past. In pursuit of our goal to serve the best interests of our clients with the highest level of attention, we are pleased to welcome a new member to our team – Devin Brieske.

Devin studied financial planning in college and recently passed the rigorous CFP® exam. She is originally from Lexington, Kentucky and joins our firm after an exhaustive national search for financial planning talent which started earlier this year. She will serve as Client Operations Manager and work directly with clients to implement tailored, evidence-based, tax-efficient financial advice to clients. We’re excited to have her on our team and look forward to each of you meeting her.

In other news, Patrick McKay, our Director of Institutional Services, also passed the CFP® exam. Patrick joined our team in March and has provided an immediate boost to our Stokes Institutional platform. In addition to his role in growing and maintaining our institutional retirement plan division, he has worked closely with individual wealth management clients in developing, implementing, and monitoring clients’ long-term financial planning objectives.

Once Devin meets the experience requirement, Stokes Family Office will have five CFP® professionals and one CFA charter holder, the two industry gold standard classifications, as well as a JD. Rachael Richard, our analyst, will take the first level of the CFA curriculum in December. As we approach 2021 and beyond, we will continue to reinvest in technology and talent to better serve our clients.

We hope you and your families are well, and we look forward to connecting soon.

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