At the Firm

The CCMI team has been hard at work fine tuning their trading platform. Joe on the team has been working on customizations to make the trading even more efficient during rebalance periods.

Kim has been active in Women in Business, Estate Planning Council, and Rotary in the past month and attended a Padres game with a group of other Rotarians in the district. She also attended a fundraising event to raise money for Mama’s Kitchen, providing medically tailored meals to those in need in San Diego. 

Tina and Kim attended the Financial Planning Association’s NorCal conference in San Francisco. Educational sessions included topics on retirement planning, tax strategies, estate planning and long-term care options. Keynote speakers included David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management and Nicole Malachowski, a retired United States Air Force (USAF) officer and the first female pilot selected to fly as part of the USAF Air Demonstration Squadron, better known as the Thunderbirds.

On the Home Front

Brian, Nikki, Kai, Koa, and extended family were all in attendance to cheer Emma on as she graduated from Poway High School.  Emma graduated with academic honors and is looking forward to summer fun before heading off to college in Utah in late August.  Brian also was able to get in a quick camping trip with Koa (age 12) to Sequoia National Park.  They enjoyed hiking amongst the trees, swimming in rivers, and spending time around the campfire. 

Matt and his family were fortunate to go to the British Virgin Islands with Alex’s parents, brother, and nephew to celebrate her dad’s birthday and belated retirement. They sailed through several islands, explored beaches, snorkeled, hiked, and had a fantastic time on the water. A highlight was waking up to a sandy beach island all to themselves.

The Oryangs have been doing great. They went to a wedding in Utah and got to meet up with family and friends. They have since been enjoying their time at the beach and pool now that it has warmed up.

Kim and Tyler have been enjoying being outdoors and training for the upcoming Old Pros fun run and ride, where Tyler will be doing the 10k run and Kim will be doing the 35-mile bike ride. They also participated in a scramble golf tournament at Steele Canyon and their group ended up shooting 2 under. The tournament was hosted by Purdue alumni in San Diego and funds raised went toward various scholarships.

Dave and Tina, along with three other couples, bareboated a 46-foot catamaran in the British Virgin Islands in celebration of Dave’s milestone birthday. It was a perfect week, with the gentle breeze, warm water, delicious food, and wonderful hospitality from the locals. Earlier in the month, Tina got to spend time with her mom and sister from Ohio during their trip to California, which is always a highlight!  

The Larsons were happy to have Cole and Megan in town for a long weekend visit. Wedding plans are being finalized, and the family is looking forward to the July nuptials. Monica is busy planning for a weeklong vacation in Colorado following the wedding. June included many birthday and graduation celebrations for family and friends. 

Abby seems to be routinely sailing through the spring and summer months doing the same thing, spending time with family and friends and attending many special celebrations. There were lots of family birthdays and graduations, college and high school. Abby feels fortunate to have a lot of her family close enough to be able to attend these gatherings.  

Jessica and Mike celebrated Olivia’s elementary school graduation with a festive luau-themed ceremony! The fun didn’t stop there — Olivia and her classmates wrapped up the milestone with two days of camping alongside 27 other fourth grade families. The weekend was packed with bonfires, a bike parade, night swims, horseshoes, and soccer matches. It was a whirlwind of laughter, adventure, and connection — full of family fun and lasting memories the kids will cherish for years to come!

This month, Katie and family have been enjoying all the benefits of San Diego. From Alpine to La Jolla Shores, Katie and Ben made memories with the girls. It was also a big month for their little ones, as both girls moved up a class, Ansley into a new preschool classroom and Mackenzie into the 18-month class. Time is flying by! 

Alana has been enjoying the start of summer by diving into her first home renovation project, installing paver stones on her patio — with a little help from YouTube tutorials. She’s been making the most of the longer days by spending time outdoors, whether it’s taking evening walks with her sister’s dog, Chico, heading out for a hike, or hosting friends for dinner to test out new recipes.

The Kline family celebrated Brooks graduating from preschool earlier this month. He had a great time singing and dancing during the ceremony and enjoyed going out to dinner afterward. Kyle and Rebecca are very proud of him! With the arrival of summer weather, Hallie and Brooks have been swimming as much as they can and are looking forward to a camping trip later this month.

 

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