How many of you have goals you would like to work toward in 2023?  After reading an article in the Harvard Business Review about curiosity, I decided to embrace being more curious in 2023 and to encourage my family to be more curious as well.  

Although curiosity is not particularly feline friendly, it turns out that it has strong benefits for humans because it:

• Helps us make fewer errors when we make decisions

• Allows us to experience more improvement and positive change in our lives

• Can reduce conflict with others

• Helps us be better communicators

As I like to reflect on ideas and continually learn, I sought to find someone who is particularly adept at being curious in hopes that I can mimic their habits.  

I did not need to look far.

As I looked to our team, I realized that over the last decade, Magay Shepard has constantly encouraged our team to be curious. Every year we are challenged, thanks to Magay, to find new ways to grow in our service and offerings.

After more than 30 years of being inquisitive, she has created something special.  For this reason, when Magay was once again named to the Forbes’ America's Top Women Wealth Advisors Best-in-State list, we were not surprised.  We are thankful for her encouragement over the years and are thankful for Magay.

Dan Emmons, CFP^®, MBA
Financial Advisor

^{Forbes’ America’s Top Women Wealth Advisors Best-in-State, February 2, 2023, based on the 12-month period ending September 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.}