The Sterling Group

Congratulations to our very own Hunt Salembier for once again being recognized by Forbes as one of the Best-In-State Wealth Advisors for 2020. This recognition is a testament to Hunt's commitment to providing personalized financial advice to his clients, helping them persue their long term financial goals. https://www.forbes.com/best-in-state-wealth-advisors

This past weekend was full of festivities for TSG. Our annual staff Holiday party was a blast. Thank you to Alchemy Kitchen for an amazing dinner and to the Salembier/Beecher family for orchestrating a wonderful evening. We also had the honor of hosting our clients at the historic Castle Green in Pasadena for their Annual Holiday Tour. Thank you to everyone that was able to make it out, we had a great time and hope you enjoyed it too!

Today is Giving Tuesday, the perfect day to give to your favorite charity using your Donor Advised Fund or your IRA (if over 70.5)Today is Giving Tuesday, the perfect day to give to your favorite charity using your Donor Advised Fund or your IRA (if over 70.5)

The Sterling Group recently hosted the first in our series of Hot Topics for Seniors events. We spent the evening exploring the questions and considerations around where to live in retirement with Mary Winners BSBA, Certified Gerontologist. We are looking forward to the next event!

TSG would like to wish our Financial Analyst, Chris Flores, a very special birthday this year. Chris has been with us for almost 3 years now and is also expecting his first baby in early December. Congratulations Chris!

Happy Birthday to our very own, Anthony Nahra! Anthony has been an advisor here with TSG for over 14 years now. Here he is working hard, even on his birthday!

Caroline Rowse and Teresa Madrigal recently attended LPL’s Focus Conference held in the beautiful city of San Diego. This year, we had the pleasure of having award-winning journalist Katie Couric and retired U.S. Navy Admiral William McRaven as our keynote speakers. In addition to that, both Caroline and Teresa enjoyed hearing about LPL’s latest updates on technology, platforms and service models. We are excited to implement the new technology to better assist our clients!

Happy Birthday to Caroline Rowse! Caroline has been the Operations Manager here at TSG for almost 4 years. Thank you Caroline for all your contributions to the firm!

TSG would like to wish Gretchen Prince a happy birthday! Gretchen is one of our senior Client Relationship Managers and has been with the firm for over 12 years. Thank you Gretchen for all that you do for us.

Last week The Sterling Group had the opportunity to be one of the gold sponsors for the Leadership Pasadena 20th anniversary luncheon. As one of the organization's founding board members, Hunt Salembier was also part of the honorary committee. Read more about the event at the link below. http://www.pasadenanow.com//leadership-pasadena-celebrate/

TSG staff wishes Hunt Salembier a very Happy Birthday!

The annual shredding event this past weekend was a massive success! Clients from all over dropped off their shredding and old electronics for recycling. Thank you to all who came out, we look forward to seeing you all again next year!