We are excited to introduce our new website that is found at the same address, www.modusadvisors.com. Diane York, Client Relationship and Marketing Manager at Modus, headed up the project. We were very pleased to work with Lighthouse Media for the videos and Luminfire for the website design.
On the home page of our website, the “Services” tab offers an overview of the range of services we provide at Modus. Click on the “About” tab to learn more about the history of Modus and to view brief, individual videos on each of our team members. We encourage you to subscribe to our blog by clicking the “Blog/News” tab, scroll to the bottom, and enter your email address. The “Community” tab provides information on the community and charitable work we are involved with at Modus. You will continue to access your accounts through our website by following the “Sign In” tab in the upper right of the home page and using the same login credentials as before.
The Modus Advisors team has grown over the past few years, especially with our team of financial advisors. Ryan Peckskamp joined Modus last year and is available to work with new clients, as is Maggie Swanson, CFP®. In addition to heading up our investment management services, Kari Haanstad, MBA, CFA® is available to advise on select larger portfolios. Julie Kaufmann and Diane York will continue to provide personalized service to our clients. I will continue to advise our existing clients and will also work with new clients in limited situations. Modus continues to grow, and we are currently seeking a part-time administrative assistant. Our team of four advisors covers a range of generations, and all clients benefit from our team approach.
The best way for us to grow as a firm is through referrals from our existing clients. We are delighted to have the capacity to engage with a larger number of new clients. Please let us know through the “Contact Us” tab, by phone, or by email if we can introduce ourselves to your family and friends. We will strive to provide the same level of service that you have experienced with us throughout the years, and we look forward to helping the people that are most important to you.
Stay safe and healthy,
Tad M. Weiss, MBA, CFP®
President
