If we had to sum up 2025 in one word, it would be growth.
This year brought new faces to our team, a few heartfelt goodbyes, and continued momentum as we strengthened the way we serve clients. Growth doesn’t always happen loudly, sometimes it happens behind the scenes, but this year it was undeniable.
We were especially honored to see Kris Tower recognized nationally with the Transformation Award from Osaic Business Coaching and Consulting at ConnectED 2025. This award reflects meaningful operational growth and intentional business development happening within our firm.
Closer to home, Kris was also named the 2025 recipient of the Eileen M. Sharkey CFP® Outstanding Member Award from the Colorado Financial Planning Association, an honor recognizing leadership and commitment to advancing the profession hear in Colorado.
We’re incredibly proud of the progress made this year, not just in recognition, but in the strength of our team and clarity of our direction.
And while we can’t share al the details just yet…let’s just say 2026 will mark the beginning of an exciting new chapter for our firm. Big things are in motion. We can’t wait to bring you along for what’s next.
Thank you for being part of our journey. We’re just getting started.
Disclosures:
The Eileen M. Sharkey CFP Outstanding Member Award
The Eileen M. Sharkey, CFP Outstanding Member Award issued by the Colorado Financial Planning Association (FPA) on 12/4/2025 for the 2025 year recognizes members of the Colorado FPA. The financial professional was nominated for the recognition with the winner being confirmed by current Colorado FPA membership. Eligibility for the award includes a minimum of 5 years of Colorado and national FPA membership, holding the CFP credential, community and volunteer involvement, and participation in Colorado FPA activities. No fee was paid for the nomination or receipt of the award; however annual FPA membership dues are required. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
The Business Coaching & Consulting 2025 Impact Awards – Transformation Award
The Business Coaching & Consulting 2025 Impact Awards – Transformation Award is an internal Osaic recognition presented by the Osaic Business Coaching and Consulting Team at ConnectEd in September 2025. Recipients were nominated by the coaching team and selected based on internal criteria reflecting significant business transformation, measurable growth, and adoption of best practices during 2024–2025. No fee was paid for nomination or receipt of the award. Rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These recognitions should not be construed as an endorsement by any client nor are they representative of any one client's experience.
