Fall 2019

If you’ve been in the office lately, you may have had an opportunity to meet Kasey Phillips, our newest team member. Kasey started with us in February and brings with her a background in mortgages. This summer, Kasey achieved a personal goal of buying her first home. Congratulations to Kasey! As she was going through the home buying process, she commented to me how eye opening it was being on “this” side of the mortgage transaction.

I understand what she is saying. Have you ever gone somewhere and felt as though that business or service has no idea what you are going through? Sometimes, they might speak in some industry jargon that just leaves you baffled and overwhelmed. Recently, my husband, Roger and I were at a doctor’s appointment to discuss some concerns he had. With both the PA (Physician’s Assistant) and doctor in the room, we felt like we were in good hands. After a quick synopsis of what they wanted to proceed with, the doctor asked if we had any other questions. Roger turns to me, of course, because I usually seem to have a list of things to discuss. After asking one question, the doctor literally walked out as he answered my question. I guess one question was my limit, because he clearly didn’t want to answer any more. The PA picked up where the doctor left off, and we felt reassured and comfortable with what was going to happen as we left the appointment.

Sometimes, it can feel like the experts we lean on can be so wrapped up in what they are doing, or so very busy, that they don’t have time for us when we call or come in for an appointment. We never want you to feel that way. You are the essence of our business. When you call with a question or come in for an appointment, we want to hear what is on your mind. Sure, we have an agenda of things to discuss, but, what questions do you have? Let’s talk about those first.

Our team also works very hard to talk in plain English. What I mean by that is that our workplace is riddled with acronyms and jargon. In our communications with you, we work very hard to explain things in layman’s terms, whether it be transferring money to your bank or making an investment recommendation. If we don’t, please ask, we are human too, and sometimes we forget.

Finally, what advice or feedback would you give us? Is there something you think we could have done better? Let us know. We are always working to make improvements that benefit you, our clients.