Reify Wealth Advisors

Happy birthday to our phenomenal paraplanner, Angie!

This celebration comes with an extra sweet tradition: chocolate and peanut butter ice cream cake from Cold Stone’s 🎂

Wishing her a year filled with many more sweet moments!

Tabitha is hard at work today focused on investment operations, while Teddy handles what he does best—supervising team morale 🐾

🎉 April birthday round-up — Happy birthday, Pam!

We’re so grateful for everything she brings to the Reify team and hope her birthday month was filled with celebration, joy, and a little something sweet. Wishing her a fantastic year ahead! 🎂

We’re live TONIGHT!

If the markets have felt overwhelming lately, join us for a Market Briefing and live Q&A with our team. We’ll share insights and answer your questions in real time.

Register here: ReifyWealthAdvisors.com/Events/Market-Briefing-2026

helps you plan your financial future.

…just with a few more years of experience. 😉

Extra! Extra! Our latest newsletter is here, and with LOTS of great content ... just ask our paraplanner, Angie!

Learn more about common asked questions regarding retirement, like:
👉 Can I leverage an underused tax strategy to reduce taxes in retirement?
👉 Is refinancing right for me?
👉 What do I need to know about online tax accounts?
👉 Should I focus more on cash flow or account balances in my retirement years?

Get the answers in our latest newsletter: https://wefinancialadvisors.us11.list-manage.com/track/click?u=f7252d84e96b10287517e41d8&id=4d8dad4d66&e=571af7cfa4

Plus, mark your calendars and RSVP for our upcoming 2026 workshops!

New accomplishment unlocked: "Professor for a Day" 🎓

Our Vice President Margaret Gooley recently joined Ball State University's Financial Planning Club, answering questions about the industry, what it’s like working with clients, and sharing her own career journey, which began nearly 20 years ago.

As a CERTIFIED FINANCIAL PLANNER™ practitioner in a field where women represent a smaller portion of CFP® professionals, Margaret brings both experience and representation to the profession – offering a seasoned, real-world perspective to the conversation.

We love any opportunity to connect with the next generation of financial planners – including Reify's former intern Samantha! 👋

🎉 Happy 2-year work anniversary to Rana Kory!

Your dedication and contributions help make our team stronger every day. Thank you for being an important part of the Reify team!

We did a team outing for a Hibachi lunch this week and had a great time!

The Reify team has some happy news to share!

Kyle and his wife Emily recently welcomed their son, Isaac, into the world. We’re so happy for their growing family and excited for their daughter Anna to be a proud big sister.

Congratulations to the whole family and welcome, Isaac!