2001:

• The Center grew to 12 employees

2002 – 2003:

• Financial markets experienced a dramatic downturn. However, due to our focus on diversified portfolio construction with suitable asset allocations, clients were satisfied with our service and as a result, our client base grew considerably

• At The end of 2002, Estelle Wade retired and the transition of Estelle’s clients to other planners at The Center was successful

2004:

• Tim Wyman and Matt Chope became partners

• The Center hosted its first annual offsite retreat