President’s Message – December, 2015

A Huge Thanks

Greetings to all,

It is hard to believe December is already here and the year is nearly over. For my final President’s message, I wanted to take this opportunity to give a huge thanks to those who have worked so hard to make this year such a successful one. We’ve being able to accomplish so much, as you’ve heard and read about (and hopefully experienced!) throughout the year, and it wouldn’t have been possible without the efforts of so many of you.

On a personal note, I had no idea what to expect when I took over as President of FPA at the beginning of the year. In reflecting on the last year, I can honestly say I had more fun and felt more fulfillment than I could ever have imagined. And again, this was because of so many of you.

First, a huge thanks for Bonnie Stanley and her team for all of their efforts in ensuring the success of FPA of Minnesota. You are all such an integral part of our success, and we are extremely grateful for you.

A huge thanks to the fantastic Board of FPA of Minnesota for all of your dedication in helping this organization continue to thrive, specifically:

  • San Asato
  • Kathie Bortnem
  • Mark Brice
  • Karen D’Aloia
  • Bob Eichten
  • Jeanna Fifer
  • Kristy Gusick
  • Aaron Hasler
  • Craig Jergenson
  • Sara Kantor
  • Scott Nelson
  • Jerry Patterson
  • Julieann Schroeder
  • Lisa Stitzel

Thanks so much to all of those who have served on committees and as volunteers for our numerous programs and initiatives. Your engagement has been vital in helping our FPA of Minnesota continue to prosper.

Thanks much to our fantastic Partners for providing the tremendous support that you did for FPA of Minnesota, not only in terms of financial support but also in all the ways you have been all-around ambassadors for the “gospel” of financial planning

And a big thanks to you, our members of FPA of Minnesota, for continuing to support FPA andthe financial planning profession in all the ways that you do. You really are the lifeblood of our organization.

I feel so thankful for having had the opportunity to serve such a great Chapter as FPA of Minnesota and to have had the opportunity to work with so many of you in doing so. I’m so proud of what we are able to accomplish this year and am very excited to continue to be a part of such a tremendous group going forward. Thanks again for a great year, and have a great Holiday season.

Steve Gilbertson, CFP®
Best,
Gilbertson-Sig

Steve Gilbertson, CFP®
612-750-5237
Accredited Investors, Inc.
steve@accredited.com


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