As I reflect over the past year, I would like to express my heartfelt gratitude for my wonderful colleagues, Jim, Bonnie, Alex, Hank, Mike, Lauren, Gena and my business partners, Justin, Jon and Scott Jr. Their hard work, and dedication they contribute on a daily basis ensure our continued success year after year.   

It is with a sense of great pride to inform you that Jon and Jim have again received the distinguished honor of the Five Star Professionals Under 40, which is reserved for the best in business. Jon has been awarded this over 10 years in a row and Jim 5 years in a row.  They joined Scott Jr., Justin, and me as current and long-term recipients of this award.

I am excited to say that I have just celebrated 50 years in the business.  It has been a privilege and an honor to partner with you and your family.  The wonderful news is that the investment business has changed for the better over these past 50 years. I consider myself to be incredibly lucky being able to do what has been my passion for many years. 

My wife Susan and I traveled to Normandy, France this past summer.  It was a wonderful and emotional trip for both of us, we both have parents that served during WWII. I highly recommend this trip to anyone who has the opportunity.

Scott Jr. and Sheila’s oldest, Reese started High School. She is enjoying it and has made many new friends. She just wrapped up her first season of high school soccer and had a great season.  Their daughter Brynn and son Scott III, started at new schools this year and I am pleased to say they too are enjoying it. Like Reese they participate in many sports and activities. Susan and I enjoy going to their games and cheering them on.

My daughter Megan and her husband Dan are busy with their children Paige aged 6 and James aged 3, between school, sports and other activities. Fortunately, they were able to enjoy most weekends in Ocean City this past summer.  My youngest daughter Caitlin and her husband Ryan, are expecting their third child. They will have three boys, all under the age of four. I am sure that you can imagine how busy they will be. Susan is a great help to everyone and enjoys every moment with the grandchildren.

My son, Colin’s Medicare business continues to do quite well. He has expanded and added new consultants.  Together they are assisting many people in finding the best plan for their
Medicare needs.

Justin’s daughter Madelynn is in the 6th grade and is involved with lacrosse and field hockey. His two sons, Lucas and Ryan are in the 4th and 1st grades and are involved in baseball and soccer. Justin coached Lucas’ baseball team to their league championship this past season.

In this time of giving thanks, we continue to contribute on behalf of all of you and Blue Bell Private Wealth Management, to “For Pete’s Sake Cancer Respite Foundation.”

We have had many clients entrust us for financial, retirement and tax planning – if this is something that you think you could benefit from, please reach out to us. Once again, thank you for allowing us to serve you, we look forward to helping guide your financial future for many years to come.