The Thigpen Group looks forward to visiting with you during your annual review, but please know that we welcome your calls if you have questions regarding immediate financial decisions or any of the information provided in our newsletter.
Welcome Aboard: Meet Our Newest Team Member!
Originally from Clarksville, TN, Krista Michelle Nicholson began her journey with plans to become a physician, earning a BS in Public Health & Biology from the University of California, San Diego. However, after working in healthcare, she realized that real change needed to happen from the top down, leading her to pivot into finance. She earned her MBA in Finance and Marketing from Millsaps College, where her time in the Elseworks Entrepreneurship Program was pivotal. Working with the Midtown community inspired Krista, as she saw firsthand the power of financial literacy and funding to unlock passions and transform communities. This experience taught her that financial empowerment can drive positive, lasting change in the world.
Now, as a Client Services Associate at The Thigpen Group, Krista is dedicated to delivering personalized, top-notch service and ensuring that clients feel confident in their financial plans. She works closely with our team to provide seamless support, while continuing to grow her knowledge with the goal of becoming a financial advisor herself. Krista believes that when clients achieve financial success, they are empowered to pursue their passions and make a meaningful difference.
Krista and her high school sweetheart, Tyler, have been married for 11 years. Tyler served five years in the Navy as a Mineman, stationed in San Diego. After his service, he earned a master’s degree in Industrial and Organizational Psychology and now works in organizational development at Trustmark. They’ve recently purchased their first home in Clinton, MS, where they plan to settle with their two dogs, Bella and Zelda, and two cats, Cleo and Olive. In her free time, Krista enjoys cooking, tackling DIY home projects, and exploring new restaurants with Tyler—both self-proclaimed foodies.
Krista can be contacted at 601-713-8328 or [email protected].
Insights and Innovations:
Highlights from Recent Symposiums Attended by Scot
Scot attended the Ole Miss Family Business Symposium in September and had the opportunity to engage with industry leaders and experts on key topics impacting family-owned businesses. The event featured insightful panel discussions on succession planning, governance, and innovation in family enterprises. Attendees explored best practices for balancing family dynamics with business goals, while networking with other family business owners to share experiences and strategies. Notable keynote speakers John Stephenson, Vice President and Head of the Cathy Family Office at Chick-fil-A Corporation, and Ken Williams, President and COO of Corinth Coca-Cola Bottling Works, emphasized the importance of adapting to changing markets and fostering a strong family culture to ensure long-term success. Overall, the symposium provided valuable takeaways for enhancing the resilience and growth of family businesses.
Scot also attended the Michigan Financial Planning Association Annual Symposium, where industry leaders gathered to share insights and trends shaping the future of financial planning. Highlights of the event included keynote speeches from renowned experts Craig Lemoine, Dr. Daniel Crosby, author of The Soul of Wealth, and Apollo Lupescu, Vice President Dimensional Fund Advisors, discussing the impact of technology on client engagement and the evolving landscape of retirement planning. Scot also participated in workshops focused on ethical practices and sustainable investing, emphasizing the importance of aligning financial strategies with clients’ values. Networking with peers provided valuable opportunities to exchange ideas and best practices, helping to ensure our firm remains at the forefront of the industry.
What has Scot been reading?
- How Did You Do It, Truett? A Recipe for Successby S. Truett Cathy, developer of the Chicken Sandwich and Founder of Chick-fil-A
- Wealth 3.0: The Future of Family Wealth Advisingby James Grubman, Dennis T. Jaffe, and Kristen Keffeler
- Simple Wealth, Inevitable Wealth by Nick Murray
- The Spirit of Wealth Preservation by Ken Polk
- The Soul of Wealth by Daniel Crosby
Philanthropy
We recently shared that Scot received his CAP® (Chartered Advisor in Philanthropy)
designation. Pursuing this designation was not a whim or an attempt to add additional letters after his name. Scot became interested in philanthropic advising after a conversation with a client who expressed a desire to become a reverse tither. This conversation was one of the most impactful discussions he had ever had with a wealth holder, and it inspired him to dig deeper into philanthropic advising.
Shortly after this conversation, he read an article by Hannah Shaw Grove, chief marketing officer of Foundation Source, that perfectly aligned with his thoughts on giving. With her permission, we’ve included a link to this article.
The Whole Philanthropic Picture
Scot looks forward to discussing your philanthropic goals and how the CAP® resources can help fulfill your legacy aspirations. Call Julie Humphreys, Director of Operations and Client Services, at 601-713-8328 to schedule an appointment.
Hannah Shaw Grove is not affilited with CWM, LLC, and opinions expressed by the author may not be representative of CWM, LLC.
What Issues Should I Consider Before The End Of The Year?
As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you…
- Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy;
- Are looking to reduce your income tax liability this year and are seeking loss harvesting and income-reduction opportunities; or
- Wish to make a high-level survey of your financial picture or are looking for any windows of opportunity that close with the calendar year.
Whatever the case, the end of the year is an important time for us to get together.
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time- sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year [End of Year Checklist].
While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.
Please contact us today at 601-713-8328 to schedule a time to discuss this further.
