Dear valued customers, partners, and your families,

As we approach the close of our first year as a new firm, we find ourselves reflecting on the journey we’ve shared as TBG Associates — a year marked by growth, collaboration, and the forging of new connections. And we owe our success to the strength of the partnerships we’ve built and the trust you’ve placed in us.

Wishing you and yours a Merry Christmas and a New Year filled with prosperity, productivity, and cherished memories. Thank you for being an integral part of our story, and we eagerly anticipate the continued growth and development of our partnerships in the year ahead.

Best Wishes,

Phil, Patti, and Scott