With fall underway, we write to extend our good wishes, provide a firm update, and share some exciting news.
After seamlessly pivoting to a fully remote environment last year, our team is now on a rotating hybrid schedule, working 80% of the time in the office and 20% remotely. While most of our meetings are still virtual, we are beginning to conduct some face-to-face client meetings. And while things are not entirely back to normal, we are pleased to share that our firm and team are growing.
Sue Lione, a long-time HTG advisor, is retiring at the end of the year, after nearly 25 years of providing exceptional service to our clients. Her contributions will always be valued and remembered. We are grateful for her hard work, commitment, and dedication over the years. Sue will be greatly missed, and we wish her a well-deserved retirement.
Despite the pandemic, our seasoned team enthusiastically forged ahead with the task of recruiting, hiring, and training new team members to meet our continued growth and to stand by our priority to provide high-quality service to all our clients.
We are delighted to announce the addition of three new team members! Please click their names to read their full bios.
Bianca Schuman, CFP®, Advisor
Previous employer: Morgan Stanley
Education: BS in Business Administration, Boston University
Fun fact: Bianca was born in South Africa and met her husband while studying abroad in Israel.
Sonya Ziolkowski, Advisor
Previous employer: Alliance Bernstein
Education: BA, Dickinson College
Fun fact: Sonya likes to stay active with skiing, tennis, hiking, yoga.
Jeannie Rubsam, Office Manager
Previous employer: Penguin Random House
Education: BS and MBA, University of Connecticut
Fun fact: Jeannie serves as a State of CT Notary Public.
We are confident that Bianca, Sonya, and Jeannie will be an excellent fit for HTG’s unparalleled focus on customer service.
Lastly, we want to extend our deepest gratitude to you. You are at the heart of all we do, and we wouldn’t be here today without you.
