Wall Street Steward Blog


Chase Perfection

The great Vince Lombardi once said “Gentlemen, we are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect. But we are going to relentlessly chase it, because in the process we will catch excellence. I am not remotely interested in just being good.”


Case Study: Stay Classy

Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened.  I do not make these up, although I might embellish a bit to make the stories more interesting.  That is creative license, and believe me, as the reader, you should thank me….if I told these “to-the-detail” how they actually happened, my blog would morph into the prescribed treatment for insomnia.


California Dreaming (not the restaurant!)

Hello everyone!! To those of you who don’t know me, I am Matt’s assistant. I answer the phone, schedule appointments, and do paperwork, all that fun stuff. Recently, our department, along with Sharon Archie, the CFO of Family Trust FCU, went to San Diego for the LPL Financial national conference.