A Year In Review
As we turn the page to 2022, and I enter my 29th year in the financial services industry, I can't help but reflect on the last six months and say how truly thankful I am for what we have been able to accomplish at ENZI Wealth. If you had told me that in our first 6 months we would welcome over 190 families and $260 million in assets I'm not sure I would have quite believed you.
William had been bugging me for years to go out on our own, and 2020 proved to be the catalyst for our transition. With the world turning upside down, clients were asking us to become more and more involved in their everyday financial lives. Throughout many discussions internally, and with a number of outside consultants, it became obvious that the right thing to do for us, and our clients, was to go out and start our own independent firm.
Discussions began in earnest during the summer of 2020, and after a number of false starts and stops, we were able to launch in July of 2021. The process was both thrilling and terrifying, but we stuck to our mantra - if we continue to provide excellent service to our clients, they will continue to trust us with their money.
The early success has allowed us to launch ENZI Tax ahead of schedule. We hired Ryan Hall as our senior tax accountant and we are ready to help with tax preparation this year.
We have partnered with Matt King and set up ENZI Law to offer comprehensive legal advice in areas of estate, probate, trusts, and contracts.
William is working hard on the investment side, expanding the offering of structured notes and looking for more opportunities to offer outstanding risk-adjusted returns in 2022.
We hired Kimberly Yarnall to help with operating the office and perfecting the client experience. She has excelled at all things that need organization and we see her role evolving in 2022.
Zach Austin was brought on in October, having completed a Master's in Financial Planning from Texas Tech where he was also part of the football team.
Daniel Snowden continues to be a key part of everything we do. He recently passed his CFA Level II exam and we see his role continuing to expand this year.
We can't thank everyone enough for joining us at ENZI. We look forward to continuing to work together and striving to exceed expectations in the years ahead.
David
