Money Matters

Out & About- June 2022

28 Jun 2022 by: CCMI 

At the Firm

The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good recommendations on how everyone can protect themselves from the many threats that exist online. Check out the recap of the event here. 

Brian attended a retreat for business owners in Orlando, Florida at the end of May. As part of the retreat, he was coached by one of the world’s best business coaches and got to tour the Kennedy Space Center with a decorated astronaut. This activity reflects CCMI’s value of holding ourselves accountable by continuously improving and learning.  

Matt Showley spent a day volunteering at Junior Achievement’s BizTown, where about 100 5th graders ran the “city” and learned what it’s like to have to work for part of their day, earn a paycheck, spend money around town, try to earn a business profit, and also try to have some personal savings at the end of their day. Matt is a board member for Junior Achievement and this was the first time he had seen their flagship program in action; it was very impressive and the kids really learned some great real-world lessons.  Matt’s time volunteering reflects CCMI’s value of strengthening our team and community by giving back.

Kim attended the annual AICPA Engage Conference in Las Vegas, where she heard from top speakers in the areas of financial planning, investments, the economy, estate planning, tax policy, and politics. She enjoyed hearing the latest updates to help understand where we may be heading in these various areas in the next few months and shared her insights with the CCMI team.

Matt Ryan attended the CFA Society of San Diego’s Annual Summer Social. He regularly attends educational events put on by the CFA Society and enjoys learning from his peers in the industry. 

Tina attended the 50th Annual Financial Planning Association NorCal Conference in San Francisco in May. The conference is the premier financial planning conference dedicated to the continuing education of financial planners. It was a great opportunity to hear from the best thought leaders in the industry and collaborate with other industry professionals in person. Tina was excited to bring back the knowledge she gained to share with the firm and benefit our clients.

Abby enjoyed the cybersecurity event and learned a lot she can apply at work and in her personal life. She has already started sharing the tips with her family and friends.

On the Home Front

Brian’s children finished their school years (9th grade, 6th grade, and 3rd grade) and are excited for summer adventures. Emma (age 15) attended a summer camp in Moab, Utah, where she rappelled, whitewater rafted, and went mountain biking. Kai (age 12) attended a summer camp in Big Bear Lake, where he enjoyed hiking and swimming in the lake. Koa (age 9) enjoyed traveling with Nikki to Utah and taking on challenges at Utah’s Olympic Park in Park City, where he braved a ropes course, alpine slide, and zipline. The Matters look forward to more adventures together as a family the rest of the summer.

The Showley family had a busy month: Jacob finished his first baseball season, with his team making the semi-finals; Lizzie finished her first volleyball season; and Matt completed his first season as a volleyball coach. The Showley kids began their summer break by taking a weeklong trip to Mammoth for some hiking and outdoor adventures, while Matt stayed at home to oversee the beginning of their backyard landscaping project. Matt and Alex also had a great day on a small whale watching charter to see blue whales about 35 miles off the coast of San Diego. They were able to get very close to these incredible creatures and also saw numerous pods of dolphins and had an up-close encounter with a sunfish.

Kim’s sister Kathy flew out to Las Vegas to meet up with Kim as she attended the AICPA conference. Kathy explored on her own during the day and they spent evenings together sightseeing around Las Vegas, going to an “America’s Got Talent” show and having a nice dinner one evening.

Matt Ryan officiated his brother’s wedding! It was a beautiful event in Lake Arrowhead. The ceremony took place on a floating dock on the lake. Matt said he could feel the dock moving up and down throughout the ceremony but was able to play it cool. The reception was held outside and consisted of house music and a few songs to compete in an air guitar battle, which the bride’s father won by a landslide.

It was a month full of celebration and gathering for the Vieregg family. They celebrated daughter Sara’s graduation from college on May 15.  It was a wonderful weekend of fun activities that ended with the commencement ceremony. Tina and Dave traveled to North Carolina to spend the holiday weekend and quality time with several of Tina’s high school friends and their spouses. Dave and Tina celebrated their 28th wedding anniversary on June 11.

June so far has been a busy month of celebrations for Monica. She and her girlfriends had a special potluck dinner celebration for a friend’s 60th birthday. She celebrated her sister’s and niece’s birthdays with lunch and a Sunday afternoon movie. The Larson family also celebrated multiple graduations, including Cole’s girlfriend, who graduated with a master’s in academic advising.

Abby and her daughter along with family friends ventured out to New York this past month to spend a few days as tourists and while there celebrated her daughter’s birthday. They visited many favorite areas and experienced the Brooklyn area for the first time. They enjoyed walking around Dumbo, Williamsburg, and Manhattan, enjoying many wonderful meals and getting lots of steps in! They went to the “Friends Experience,” walked the Brooklyn Bridge, visited the 9/11 Memorial, and went to the 91st–93rd floor of the Summit One Vanderbilt building, which offered beautiful views. There was so much to do and see, but they managed to fit in as much as they could in just a few days. Abby’s daughter loves photography, so New York City didn’t disappoint.

Sheila, John, and Anastasia have been busy finishing out Anastasia’s last days of first grade and getting ready for summer. They spent a nice Memorial Day weekend in Arizona visiting Sheila’s cousins, spending a lot of time in the backyard pool. Anastasia’s hard work on swimming has paid off this year, leading to her passing her swim test so she won’t have to wear a life jacket at swim camp this summer! They have also been cooking together as a family and spent Father’s Day visiting with John’s brother and family in an Airbnb near Disneyland in Anaheim. They are looking forward to a fantastic summer.

The Hurleys went camping in Julian with family and friends. The highlights for Livi and Gigi were seeing a five-foot snake sunbathing across the hiking trail and, of course, making s’mores around the campfire. Jessica also visited New Orleans with a friend. They loved the National WWII Museum, taking a carriage ride through the city, getting scared on a haunted ghost tour, and enjoying delicious Creole cuisine while listening to jazz bands.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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