Partner and Business Advisor, Rick Thomas, is quite the woodworker. And just as he is mindful of relationships and details with his clients, so too is he when it comes to his desk. Our friends at ErgoDepot interviewed Rick about what he does and how he came to have the most interesting desk at the firm.
Founded by Nick Fisher (Portfolio Manager, Pilot Wealth Management) and his wife Maurissa, Young Entrepreneurs Business Week (YEBW) was started in 2005 with a simple vision— to host a summer camp where Oregon high school students could get inspired and learn how to become leaders in the world of business. We were excited when 26 students attended our first Business Week on the campus of the University of Portland, and had high hopes the program would grow in the coming years. Little did we know just how many students we would be able to reach, not only in Oregon, but also from across the country and even internationally!
When I was a kid I used to love Sunday afternoons. My parents would take us out to eat after church, usually at Chace’s Pancake Corral in Bellevue, WA. I would stuff myself silly with strawberry waffles and then go bowling or some other family activity for the rest of the afternoon.
Life was good and I figured that was how it was always going to be, until one weekend when my parents decided we needed to start having family meetings.
It is with great excitement that I write this as a partner of the Pilot team. As I have shared this pending development with those familiar with my work in Activate Leadership, more than once I've been asked, "What does leadership development have to do with wealth management?"
It is a great question and my response is one I will share with you, however, a little background first for those I haven't had the opportunity to meet just yet.
How can leaders effectively deliver or receive communication? Simply, the art is in the method and when done capably, improves the performance of the team. Thus it is essential for leadership to get it right and following are some simple steps.
Living outside the hustle and bustle of the city on a small farm has its advantages. Besides making it easier to tire our two active young boys, we are also fortunate enough to have the space to grow plenty of fruits and vegetables to cook with and eat. Farming opens up a whole new world of learning, which is truly my favorite pastime.It is also far removed from the temptations and new trends of Wall Street, an absolute imperative for an independent advisor.
As an entrepreneur, husband and father, I wear many hats. Over the years, my wife and I have been very fortunate. I remember the days of renting our first apartment and sleeping in on the weekends: those have been replaced with two wonderful children and a house full of projects.