As many of you have heard me say in meetings, even the best plans sometimes need adjusting when life happens. Well, life certainly happened—what we thought was one bundle of joy turned out to be two!
This exciting surprise has me taking my own advice—adjusting my financial plan and preparing for this new adventure. I know this will be a valuable learning experience that will ultimately help me better relate to and serve my wonderful clients.
While I love to plan, I also recognize that some things are out of my control. I truly appreciate your patience and understanding as I navigate what the rest of 2025 looks like in terms of scheduling.
I will be available for meetings until early April. If you’d like to schedule a time before then, please call our office at 901.316.0160 and speak with our incredible receptionist, Jordan Hays.
As I take time to welcome our boys and cherish these first special moments with my family, I want to assure you that you’re in great hands! David Pickler and the team at Pickler Wealth Advisors are committed to providing the same exceptional service in my absence. If you need assistance, please contact, Melissa Skovdal, Shelby Butterfield, Robin Winsett, or Kelly Childress.
Thank you for your trust and support—I look forward to connecting with you again soon!
Katie Pickler, MS, MPAS, CSRIC
Vice President
Pickler Wealth Advisors