Blog post by Myra Salzer
Since TWC’s founding more than 40 years ago, we have been fortunate to work with many talented financial professionals. Transitions are always a part of any business, and this month marks another change for our team. While saying goodbye to a valued team member is never easy, it also presents an opportunity for reflection, growth, and renewed focus on the future.
Sadly, we will be saying goodbye to Kemper Baum at the end of April. For those of you who have not had the opportunity to work with Kemper, let me share a bit about him and his impact on TWC. Kemper started as an intern (our first one ever) during the summer of ‘23 between his junior and senior years at CU Boulder. We found him to be a competent, capable, and delightful addition to the team, so much so that he was offered a position months before he graduated, and we worked to flexibly bring him on board until he finished school and could work full time in the spring of ’24.
Kemper’s priorities are well aligned. He took time to plan his wedding (he got engaged while interning with us) and then took a couple weeks off for the actual event and honeymoon. Upon his return, he hit “GO” and hasn’t slowed down since. Now, sadly, family circumstances make it necessary for him to relocate. During the interim, he has done everything within his power to help us find his replacement(s).
This blog post isn’t solely about Kemper – it’s about transformation and opportunity. It’s about my gratitude for the incredible people I’ve had the chance to work with, and my excitement for the future. It’s about collaborating with Melissa and Karen to find the right fit for our team and appreciating Steve’s support in allowing us to take ownership of the hiring process. This transition is giving us the chance to rethink roles, explore new ways of doing things, and leverage technology to enhance our efficiency. Most importantly, it’s an opportunity to build a firm that continues to evolve and improve for the benefit of each and every client, ensuring that we provide the highest level of service and support.
Recent conversations with clients reminded me how significant these moments of change can be. When discussing the transition, they asked, “Are you going to retire now?” The question caught me off guard. Retirement hadn’t even crossed my mind; in fact, I feel more invigorated than ever. This period of transition has reinforced my enthusiasm for the work we do and the importance of embracing change as an opportunity for growth.
One of the most valuable lessons I’ve learned throughout this process is the importance of adaptability. It’s easy to embrace change when we initiate it ourselves, but real growth happens when we face the unknown with openness and curiosity. This philosophy extends beyond our team dynamics—it’s at the heart of what we do at TWC. We work alongside our clients as they navigate uncertain paths, helping them build confidence and clarity in the face of change.
So where does that leave you, our clients who are inheritors, and our readers interested in the dynamics of inheritance? Many of our clients with significant inheritances have been insulated from setbacks. With financial resources often smoothing life’s rough edges, it can be difficult to willingly step into uncertainty. Yet, in that uncertainty lies the potential for growth, and on the other side of it, confidence and clarity. That’s what TWC is all about: guiding our clients as they take measured steps into the unknown, emerging stronger and more self-assured.
For those of you who have embarked on your own journeys of transformation, thank you. Thank you for trusting us, for risking forward (a term my friend Victoria Labalme coined and the title of the book she authored), and for allowing us to be part of your story. Your courage and willingness to take those first steps into the unknown are what make our work meaningful.
As we move forward, we remain committed to evolving and growing, both as individuals and as a firm. We look forward to welcoming new talent, leveraging technology in innovative ways, and continuing to support our clients in their financial journeys. Here’s to embracing change and the opportunities it brings.