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Theodore J. Feight, CFP® - Kathy Feight - Kris Moore

December 30, 2009

Ted Feight Biographical
Information

Ted Feight,CFP® (Certified Financial Planner™) The planning profession is very young, and many people have not had the time to clearly see its value in the lives of people they have known over a long period of time.

I have been a planner for 36 years and during that period of time the profession has been in a state of rapid evolution.  What my core clients expect from me today is very different from what they expected 36 years ago. When I started, people were just beginning to invest and had very little. Now many are nearing retirement or are at retirement, and some have accumulated a great deal. What I believe I have given  these clients is the peace of mind and comfort that occurs when you have had a trusted relationship with someone for many years. It has moved from planning for college to preservation of assets and the provision of income. It has moved from disability insurance to long term care insurance.  I now routinely help with the maze of paperwork that occurs after a death.
           
What keeps clients coming back to us is not products, but the confidence that someone is looking out for their best interests, listening to what they are saying and serving as a partner in helping them get where they want to be.  Who else has asked the questions about who they are, where do they want to go, and what drives them?  I have been my clients' sounding board, confidant, coach, guru and in the end the stronger the relationship we have had, the greater were their successes. We do not always have the “Be your client’s best friend” type of relationship but, in the end, I want to be their “go to” guy when they need questions answered or need help.

Kathy Feight is our Schwab National team expert. She keeps clients' retirement incomes coming, works with trading, processes paperwork and keeps the rest of us on our toes.

Kathy started working with us in 1981. Sometimes there is not a lot to do, and sometimes we don't know how to get it all done. Clients who have been with us for a while know that it is not unusual to find Kathy working all through the night to get things ready when times get really busy. They also know that she is not really a morning person because of that.

She has also been Ted's wife of 40 years. They have four sons and five grandchildren. Ted says, "I am not sure how she has put up with me this long, but I am very glad she has."

Kris Moore is the first person people see when they come into the office and the first person they hear when they call. She is the glue that keeps things together. She keeps clients' accounts balanced on the computer, works on billing, marketing and keeps me scheduled. Kris had a hard time when we started taking the company paperless and I am glad she did. When our state of the art computer and backup system melted down a few years back, she somehow came up with all the information on paper that we thought we had lost. Now that is a real magic act.

Ted has known Kris since they were 18 years old. She married one of Ted's best friends. She and her husband, Dave, have two daughters and five grandchildren.