Dear Clients & Friends,

Good morning!

As we begin the fall season, we wanted to share recent happenings here at Stonebrook Private. In late August, our firm was announced as the first runner up for the fastest growing RIA in Michigan by Citywire RIA in their 50 Growers Across America list. Shortly thereafter, we crossed the $750mm mark for total assets managed and advised upon on behalf of the clients we serve. While recognition and milestones are always celebrated, we don’t view them as a goal – but rather a byproduct of the work we do for the individuals and families we serve. None of this would be possible without the continued trust that you put in our team, and your willingness to share your positive experiences with friends and family.

To support the continued growth of our firm, we must align the proper resources to deliver the client experience you have come to expect. With that in mind, we are excited to share two recent additions to your Stonebrook Private team.

Please help us welcome Caroline Oberst and Sam McCutcheon. Caroline joins us as a Client Experience Associate, where she will work alongside Lisa, Susan, and Colleen – helping to manage the day-to-day needs of our clients. Sam joins us as a Portfolio Operations Associate, where he will work with both our Client Services and Investment teams – helping with the execution and maintenance of client portfolio strategy.

You can find more about Caroline and Sam by clicking their Bios below:

Please help us in welcoming Caroline & Sam to your Stonebrook Private team!