Due to the ongoing threat of internet-based fraudulent activity, we have changed our policy on requesting money transfers to and from your accounts with TD Ameritrade. From now on, if you would like money transferred to or from one of your accounts, please call to notify one of our team members verbally. An email alone is no longer sufficient to ensure your request is valid, even if email is the method you have always used to make requests.
If you call our office and no one is available to help, you have two options: 1) leave a detailed voicemail outlining the specifics of your transfer request, or 2) leave a voicemail indicating you would like to request a money transfer and then follow up with an email that outlines the details of your request.
We apologize for any inconvenience this new policy may cause, and we thank you for your understanding as we continue defending against threats of fraud and keeping your money as safe as possible. If you have any questions or concerns, please don’t hesitate to contact us.
The Brandt household is hopping these days with both Sam and Ingrid at home for the next 3 months before Sam heads off to graduate school at UCLA and Ingrid goes to Europe as part of her majors in Italian and French. It will no doubt seem pretty quiet at the homestead come September. In June the Brandt clan flies to the Midwest to see parents and extended family and participate in the 90th birthday party for Sara’s mother. And summer promises to be busy with several visitors and helping to prepare the kids for their departures.
In April, Irina and her husband, Tim, put their construction and handy-man skills to the ultimate test – the assembly of a playset in their backyard. With some assistance from grandpa and a hand from kind neighbors, but mostly with their own grit, sweat and persistence, Irina and Tim completed the project. The playset is now very much enjoyed by their toddler son and the couple has vowed to keep the rest of 2016 construction-free.
Jason has been enjoying the off-and-on nice weather as much as possible. He was excited to dust off his mountain bike last month and has had a great time riding the nearby trails. He and his wife, Sasha, have been keeping up with Ducks baseball and softball, as well as hiking and visiting the local wineries on occasion. If all goes according to plan, their future holds many evening barbecues and weekend camping trips with friends.
Jonathan and Sara are enjoying a lengthy visit from Jonathan’s brother Scott and his wife Ann. Jonathan just presided over the 14th Annual Sweetheart’s Ball, put on by his choir, The Eugene Gleemen. It was a good success, though he is glad to have it behind him. Daughter Ingrid just headed off to Italy for part of a class on European Immigration issues giving her a good chance to practice her Italian. And son Sam will soon be learning which Ph.D. Geography programs he has available to him.
The year is off to a full and productive start for Irina, who joined Journey Tree, celebrated her birthday, enrolled in the Chartered Financial Analyst (CFA) Program and began studying the material, all in the month of January. It has also been a busy month for her toddler son who is constantly exploring and learning new words and expressions, with Irina’s personal favorites being: “Mama’s cute”, “Papa’s cute”, and “I love you”.
Jason has enjoyed settling in at Journey Tree and getting to know many of our clients. He spent much of his free time in January skiing black diamonds with as much skill and grace as he could muster. Now that the weather is warming up, he has been skiing less and spending more time studying for the Investment Advisor Representative licensing exam that he intends to take in March.
We would like to introduce Alex Marcinkowski. Alex will be working with us as a part-time investment management intern during the 2016 year and will be assisting on a variety of tasks. Alex is a Junior accounting major in the Honors Business Program at the University of Oregon. In addition to school, he is also a student consultant at the Oregon Business Consulting Group and tutors business classes for the University. Formerly, he competed for the University of Oregon men’s tennis team before deciding to fully focus on his academics and a career in finance. Alex enjoys running, reading, and following the financial markets in his spare time.
My wife, Sara, and I took a 30th wedding anniversary trip to Italy in October and stopped to see daughter Ingrid on parents day at Dickinson College in Pennsylvania. Both destinations were an absolute delight.
After living nearly 20 years in Eugene and working in different cities for the last 2 years, my husband Duane and I will be moving to Salem at the end of this year. This is a bittersweet decision for me. I have enjoyed my years with Journey Tree, working alongside our clients in mapping their financial plans. I consider it a privilege to be a part of that process and will miss working on their future “what ifs.” I also know that this is an exciting and positive step for Duane and me as individuals, as professionals, and as a family.
I would like to take this opportunity to say, with all due respect to Mr. Spock, “Live long and prosper.”
We certainly wish Kath all the best on her new adventure and thank her for her many contributions to Journey Tree and our clients.
It has been an unusually busy fall at Journey Tree. I am delighted to tell you that we have found two excellent new team members, Jason Nelson-Elting and Irina Pack. Jason will coordinate our financial planning efforts and Irina will help research and implement investments.
Jason grew up in a small town southern Oregon and has spent most of his adult life living in Eugene. He attended the University of Oregon twice, first as an undergraduate and then to earn his law degree. He has worked as a financial advisor and a small business counselor, and he is excited to join Journey Tree to assist clients with their financial planning needs. In his free time, Jason can be found exploring the outdoors, playing games with friends and family, and enjoying the delicious food and drink of the Pacific Northwest.
Irina brings with her over a decade of experience in the field of finance in various roles in both institutional investment consulting and corporate finance settings. Her investment background includes investment analysis and research, financial modeling and qualitative and quantitative due diligence. Irina earned her Bachelor of Business Administration degree from the University of Washington and a Master of Business Administration degree from University of Oregon. In her free time she enjoys spending time with her family, traveling and playing the violin.
You’ll be hearing more about them in the coming months and we look forward to introducing you to them. Welcome aboard, Jason and Irina!