As the year winds down and the holiday season is in full swing, we’re reminded of how grateful we are for the continued trust and relationships we’ve built with our clients. This time of year is about reflection, celebration, and planning for what’s ahead—and at U-Vest®, we’re honored to be part of your financial journey every step of the way.
In this issue, you’ll find updates on our team, community highlights, important year-end reminders, and ways we can help you start 2026 strong.
Introducing Our Newest Team Members
Over the past few months, we’ve been excited to grow the U-Vest® family! Please join us in welcoming our newest team members:
- Bethanie Gore – Financial Advisor, Tampa Bay Area, FL
- Matt Lenhardt, CFP® – Financial Advisor, Tampa Bay Area, FL
- Avery Faurot – Client Relationship Manager, Tallahassee, FL
We’re thrilled to have them on board and look forward to the expertise, energy, and passion they bring to helping our clients plan, preserve, and focus on growing their financial futures.
LPL Rings the NASDAQ Stock Market Opening Bell in NYC
On Monday, December 8, our broker, LPL Financial, had the exciting honor of ringing the NASDAQ MarketSite opening bell in New York City! Carla, pictured in red, a member of Pod 2 that we work closely with, joined CEO Rich Steinmeier and fellow LPL employees for this memorable celebration. It’s so inspiring to see our partners recognized on such a global stage!
Happy Holidays From Our Family to “U”
The holiday season is a time to reflect, celebrate, and appreciate the people and moments that matter most. At U-Vest®, we’re especially grateful for the continued trust you place in us and the opportunity to support you in planning, preserving, and focus on growing your financial future.
From our team to yours, we hope your holidays are filled with joy, laughter, and time with loved ones, and we look forward to helping you make 2026 your best year yet.
Reminder: Our offices and the stock market will be closed on Christmas Day and New Year’s Day, and will close at 1:00 PM EST on Christmas Eve.
As 2025 comes to a close, now is a great time to review your financial plan and make sure everything is on track for a strong start to 2026. If you’d like to schedule an appointment, reach out to Tobi or Kathy—we’ll get you on the calendar and ready for the year ahead.
Special Dates Coming Up in January:
January 1 — New Year’s Day
January 19 — Martin Luther King, Jr. (MLK) Day
January is Financial Wellness Month
January is International Wealth Mentality Month
We’re thankful for the opportunity to support your financial goals and excited to help you plan, preserve, and focus on growing a future you can feel confident celebrating.