H&H Annual Letter

TO OUR WONDERFULClients & Friends...

2022 is off to a great start—we are excited about what is to come! We wanted to take the opportunity to share some of our business and personal highlights from last year. Our deepest “thanks” to you for your unwavering support and loyalty—it is because of you that any level of success we may have is possible. As our clientele continues to grow, we have dedicated ourselves toward expanding the services we offer, as well as our team, to better meet your needs and those individuals that you personally refer us to. In spite of the many challenges that COVID-19 has presented, last year proved to be full of so many wonderful twists and turns; we will do our best to highlight them here.

Photo of the H&H Team

Professional Highlights

H&H Financial Group had a record-breaking year—we were personally introduced to 171 new families (13% more) than the two years prior. This means an opportunity to guide those friends, family, and coworkers from where they are today, to where they want to be financially in the future. Thank you for allowing us to take care of those who mean the most to you.

Luke and Manda attend the Eagle Summit Meeting virtually, hosted by Eagle Strategies LLC (a New York Life Ins. Co. affiliate), and specific to Financial Advisors. The Theme: How to Overcome, Adapt and Thrive! Insight on emerging trends and how they will impact the role of the advisor.

Erica joins our team as a Case Manager

headshot of Erica

Amber is promoted to Director of Operations & Client Experience

headshot of amber

Kyle is featured in New York Life’s District Agent Quarterly newsletter, due to his 100% advisor team member retention. Kyle discusses the importance of having a strong support team in place, so that our Financial Advisors can dedicate themselves towards meeting with prospects and clients, uncovering their problems and offering solutions to those problems.

Samantha H. starts the FiveStars Study Group—designed for Operations Directors to collaborate in their role. This is the first of its kind in New York Life’s history.

Jen starts her studies to prepare for her life and health license. We’re proud of her dedication to continue learning!

Samantha I. is promoted to the Director of Case Management

headshot of Samantha

Zach becomes an Associate Partner, after 18 months of hard work toward becoming licensed

Samantha H. is promoted to Partner, Director of Marketing & Accounting

From our family to yours, we wish you

A Happy New Year!

Personal Highlights

Even in the midst of everything going on in the world, our team took every opportunity to celebrate life and the joys that 2021 brought, including babies, engagements, new personal and business challenges, and the reopening of events and venues. In addition to all the things mentioned with the pictures on this page and the next:

  • Samantha I. buys a new house
  • Karen reads Ina Garten’s Modern Comfort Food cookbook, which combines 3 of her favorite hobbies: reading, cooking, and eating delicious food!
Photo of the Tate and Delaney

Our Chief Motivational Officers, Tate and Delaney Herrington, joined the team!

Photo of the Tate and Delaney

Donna and Pam enjoyed some pool time with great books and great people.

Photo of the Tate and Delaney

Amber attends Luke Combs concert at CMAC

Photo of the Tate and Delaney

Mike gets engaged!

Photo of the Tate and Delaney

Some of our team camp at Watkins Glen International to watch the NASCAR races in August

Photo of the Tate and Delaney

The ladies of H&H enjoy a Namasté Spa Day celebration

Photo of the Tate and Delaney

We celebrated National Picnic Day!

Photo of the Tate and Delaney

Manda and best friend, Jill, who visits from North Carolina

Photo of the Tate and Delaney

Kyle embraces his childhood passion of playing with slot cars

Photo of the Tate and Delaney

The H&H men visit the Big Horn Mountains in Buffalo, WY for a team building event and conference.

Photo of the Tate and Delaney

Luke completes 75Hard

5 ACTION STEPS for 2022

  • Provide H&H with your current phone number(s) and email address(es).
  • Add our number to your cell phone contact list: 607-739-3702 so you know it’s us calling you.
  • Schedule a meeting with your CPA or tax preparer - get your 2021 taxes filed early, so you don’t have to stress come April.
  • Follow us on Facebook and LinkedIn for current happenings at H&H and in the news.
  • Visit our website: TheHHFG.com to access important information and your accounts online.
Bring On 2022!