Gg Fall Update
October 3, 2025
3
min. read
We hope you enjoyed the hot summer and are ready for fall. We’ve been busy here at Gg! Here’s our latest update and what to expect in the months ahead…
Over the last several months, we've expanded our team with two top tier financial professionals. Stephanie Kelley came on board as Director of Client Experiences in May. Stephanie is a Vanderbilt grad and brings her Buffalo Trace Distillery experience (which is great for our bourbon stash 😊).
Trey Thieneman is the newest addition to the team and joined us as the Director of Family Office Services in September. Trey is a CPA and comes with a plethora of financial experience from UPS, Humana, and Premier Packaging. Please join us in welcoming both Stephanie and Trey to the Gg Team!
We continue to ensure that you are adequately diversified and your money is properly aligned with your goals, timeframe, and risk tolerance down to the penny in every single account.
Throughout 2025, we've added to international and small cap holdings, while taking profits in large cap technology and growth given the massive run up over the last several years. We continue to be prepared for tougher times as we are laser focused on ensuring adequate emergency savings and Bucket 1 holdings for near term cash needs and upcoming expenses. As always, we are looking for opportunities to strategically reduce debt and simplify your financial life.
We have had a summer full of annual reviews and check-ins with our clients. Unlike Tik-Tok and social media, which is always looking for the next hot thing or quick buck, we are focused on being prepared for the unexpected, risk mitigation, and “fixing the roof while the sun is shining".
This involves reviewing and highlighting any areas of weakness in your plan as it relates to unforeseen events, health, life complexity, allocation, liquidity, capital needs, cash flows and overall debt.
By addressing these areas and identifying clear solutions, you can spend your time & money on the people and experiences that matter most... without worry.
As we head into fall, we’ll provide insights on tax planning tips as well as changes ahead in 2026 based on the new bills enacted this year by Congress. Based on your feedback from our Gg client survey, we will ensure a consistent cadence of communication going forward.
This will consist of a newsletters, relevant planning items, and updates we feel are interesting or relevant to you. When things get rocky, as we know they do from time to time, we’ll speak directly to those circumstances and situations and guide you through it, just like we have every single time in the past.
Of all the things we do, by far the most valuable is meeting with us at least annually to review your financial life. So, if it's been a while since you've met with us, let’s get something on the books for a 30 minute check in or an annual review.
As always, we are here to help and greatly appreciate the trust you've placed in us!
Thanks again and have a great weekend,
