Senior Client Relationship Manager
Happy Holidays!! 2023 marks another year for us as empty nesters, as well as year 3 for me as a member of the TRPG family! Garry and I took two great trips this year, first to Belize and then to Breckenridge, CO, for Thanksgiving. I have to say we’re a couple of foodies! Wherever we go, we love to try the local restaurants. Both Belize and Breckenridge provided no shortage of wonderful restaurants and eateries to sample! In Belize, we enjoyed relaxing by the beach, just the two of us. We met with family while in Breckenridge for Thanksgiving and enjoyed the gorgeous mountain scenery. Some fun highlights there were an afternoon of sledding and a gondola ride! For the first time in many years, we plan to have a quiet Christmas here at home! Thank you to all our clients for continuing to place your trust in us, and all the best for 2024!
Client Relationship Manager
Hey Everyone! As we close out an incredible year, I’m excited to share some highlights. Transitioning from Client Service Associate to Client Relationship Manager has been a rewarding journey, supporting Taylor, Paul, and Ryan.
Life in my Crossroads apartment with two roommates took a lively turn when my boyfriend, Andrew, joined the crew. Living in the city has been an ongoing adventure, exploring new culinary delights and cherishing our favorite spots.
On October 1st, my world expanded with the arrival of my adorable niece, Tyrza. Grateful for the experiences and opportunities 2023 brought, I eagerly anticipate the adventures of 2024.
Wishing you a festive holiday season and a prosperous New Year!
Client Service Manager
Happy Holidays! I can’t believe the holidays are upon us! My son started his sophomore year at Mizzou & moved into his first apartment, which was exciting! George’s son & girlfriend moved in with us & we have enjoyed spending time with them. We traded in our speed boat for a tritoon & loved spending time on the lake this Summer with friends & family. George & I took a trip to Mexico, which was amazing; Mexico never seems to disappoint! We also added little Scooby to our family, so Bailey has a buddy his size to play with. This year has brought my family much joy, as well as some unwanted family health issues that we have been fighting the last half of the year. We are grateful to have such amazing friends & family to support us, as well as my TRPG family, who I have been a part of for 7 ½ years & could not ask for a better place to work or better coworkers! I hope your year has been as fulfilled as ours & I hope you & yours have an amazing holiday season and a very happy new year! – Heather
Happy Holidays!! 2023 was another busy year for our family, with Owen graduating high school and starting his freshman year at Mizzou alongside his older brother Austin, who started his Junior year. Annie started her Freshman year of high school; hard to believe our youngest is ole enough to be in High School! Our family was fortunate enough to take a trip of a lifetime to Europe this summer. We made so many wonderful memories; my highlight was seeing the twinkling lights of the Eiffel Tower at night. Most of all, I was just thankful to spend two whole weeks exploring seven different countries with my family! June marked one year for me here at TRPG, and I still am thankful that I get to work with so many amazing people.
From our family to yours, I hope you all have a wonderful Holiday Season and a Happy New Year!
– Joe, Jennifer, Austin, Owen & Annie
Senior Client Relationship Manager
2023 has been a very exciting & full year for me. It started off in the best possible way with the arrival of my nephew, Zion, in January. He’s such a joy! In February, I adopted a 12-week-old puppy who I have named Fitzwilliam Prospero (aka Fitz, or tiny tempest). It’s been full-on puppy madness as we’ve gone through training & a basic obedience class. I’m loving it all & my other dog, Kestrel, is a great older sister to Fitz. This summer brought more excitement with a vacation to Gunnison, Colorado, where I went white water rafting & swam in a hot springs fed pool. I joined the TRPG team in July & have loved the transition over to this amazing company. Everyone here has been so kind & welcoming.
I look forward to wrapping up 2023 & can’t wait to see what 2024 brings!
Director of Human Resources and Client Service
Happy Holidays to our TRPG family! The Burchard family has thrived in 2023. Chris and I are enjoying the (mostly) empty nest life. We’ve visited our oldest son (Chace) and his wife (Yare) in Indianapolis several times this year. We visited Palm Springs, CA, for our 27th wedding anniversary and had a fun trip to San Diego with friends. We’ve squeezed in 5 concerts, sharing The Black Keys with our middle son (Nick) and Bruce Springsteen with our youngest daughter (Sydney). Our favorite memories are always with our kids. Watching them grow into their best selves is the most amazing feeling and reminds me how blessed we have been. 2023 is winding down and has turned out to be a wonderful year full of growth and excitement here at TRPG. I feel so lucky to work with each of you, and I’m grateful you are on this journey with us. I wish each of you a happy and healthy 2024!
Client Relationship Manager
I am thrilled to have joined TRPG in June! I am blessed to be working with such a great Team. Greg and I have two grown children. Tony and his wife, Leslie (and now their daughter, Lorraine), live in San Diego. Claire and her husband, Clay, live in Boston. Being grandparents is our newest adventure! We started out the year celebrating our granddaughter, Lorraine’s first birthday in San Diego. Lots of food, family, and fun. While in San Diego, we took a trip to the desert. 2023 was a year of a Superbloom! Miles of golden-orange poppies and purple verbena filled the desert. It was a sight to see! Our motto this year: “Who needs a cruise when you can visit abandoned railroad tunnels, windmills, sawmill museums and UFO crash sites?” We saw all of these this year. We love a good road trip. Greg and I also celebrated 30 years of marriage by attending our daughter’s wedding. It was a magnificent venue overlooking the Rocky Mountains.
From our family to yours, Happy Holidays!
Hello! Reflecting on 2023, the cornerstone of my year has undoubtedly been the cherished moments with friends and family. From cozy gatherings to milestone celebrations, these shared experiences have illuminated my year! Whether a weekend getaway, spontaneous dinner, or a simple Sunday brunch, the laughter and love exchanged have left an indelible mark on my heart. In my professional journey, 2023 marked a significant milestone as I embraced a new chapter with The Retirement Planning Group. Contributing to the financial well-being and future security of individuals has proven both rewarding and fulfilling. Crucially, my faith has been a guiding force throughout, offering comfort and perspective. It has been my rock, providing solace in uncertainty and gratitude in moments of joy.
Wishing you a festive holiday season and a new year filled with love, laughter, and the beauty of shared moments.
– Sarah Miller