We started 2015 with ambitious goals and we have closed 2015 with the deep satisfaction that we’ve accomplished most of them. As I enter my 40th year in this business in 2016, and look back on the past 30 years since I founded The Main Street Group, I do not remember the details of those struggles that challenged us to get better or quit. Whatever they were, they made us better as individuals and as a company.
I remember the people who joined us, who identified with our philosophy and helped us create what I believe is the best independent financial firm in the Mid-Atlantic. Most of those advisors and staff are still with us and they celebrate with me the dawning of each new day.
I remember the clients who have believed in us for so many years. Over 90% of the clients we have ever acquired are still with us. That, my friends, is a blessing.
In the year 2015, we welcomed two experienced advisors to our family, Steve Prestyly in Williamsburg and Lisa Roccaforte in Richmond.
We closed our beloved Pawleys Island, SC office because it was just not as profitable as we had hoped for the travel time needed to manage it. Yet, we expanded our Richmond home office by another 2,300 square feet, (bringing us up to 7,000sf) and the massive amount of nautical art and furniture we moved from Pawleys fit perfectly in our expanded space. Many of you have been through our Richmond office and have seen the improvements. Those who have not seen our massive conference table made from four antique doors painted with nautical scenes are in for a treat.
In October, we completed an eighteen-month odyssey, creating our own stand-alone Registered Investment Advisory (RIA) firm. The benefits for us and for our clients are too comprehensive for this article. We want to share them with you personally.
In November, we lost one of our Main Street family members to the forces of evil. A seemingly gentle soul was lost to activities that surprised and devastated his friends, clients, and family. The possible tarnish to The Main Street Group image was quickly erased and out of 134 clients he served, we lost only two. Our incredible staff led by President Carol Beth Buchanan, Marketing Director Crystal Puryear, and Compliance Officer Caroline Baldwin rallied the troops to ease everyone’s nerves, and Jackie Schoenblatt worked tirelessly to ensure the transition for our clients would be as smooth as possible. Thanks to Norma Hays, Chelsea Delgado and Patti Woodie for supporting them.
And now, we celebrate those days in the close of 2015 when every faith has a time to worship and reflect on how the year 2016 can be the best year of our lives.
The question is … “God gives us His goodness every day, but who has the desire and backbone to take His grace and then turn it into a question?”
I can assure you I do and I’d love to have some company.
Steven G. Crawford, CLU, ChFC, LUTCF, CFS, AEP, PPC
Chief Executive Officer