Cheers to One Year with Krista!
In September, our team had the pleasure of celebrating a special milestone—Krista Nicholson’s one-year anniversary with the firm. Over the past year, Krista has become an integral part of our team, bringing dedication, professionalism, and a genuine enthusiasm for helping clients.
To mark the occasion, we gathered for a celebratory lunch and shared our appreciation for the energy and thoughtfulness Krista brings to her role every day. She is also continuing to grow her expertise through advanced industry studies, a commitment that reflects both her personal drive and her passion for serving clients at the highest level. We are grateful for Krista’s contributions and look forward to many more milestones together!
It’s All Relative
Scot Thigpen, President and Wealth Advisor, recently attended the 2025 “It’s All Relative” Family Business Symposium hosted by the University of Mississippi. The event brought together business leaders, advisors, and academics to discuss the unique opportunities and challenges faced by family-owned enterprises. From succession planning to fostering multigenerational success, the symposium provided valuable insights and strategies that align closely with the work we do in helping families manage and preserve their wealth.
Estate Planning Council of Mississippi
David Martin, Director, Private Client Group, was the guest speaker at the most recent meeting of the Estate Planning Council of Mississippi. He shared some very important and timely information regarding the U.S. Supreme Court Case Connelly v. United States as it relates to insurance proceeds in business evaluations for estate tax purposes.
You Said It Best
Nothing means more to us than knowing our work makes a real difference for families.
Here’s what one client had to say:
“Scot, Bowen and their entire team make this financial planning experience very personal. They are invested in our lives on a personal level and are very clear in their communication. We certainly don’t have the largest portfolio, but they make us feel like we do.”
CWM, LLC and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. This newsletter is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
