Our First Year As Tower Trust & Investment Company
By Cody Allen, CRSP
President
As we turn the calendar to the new year, I felt it was important to take a moment to reflect on the changes that occurred the last twelve months. It is incredible to think it was just one year ago we were informing you of our decision to form an independent trust company. We were asking you to have the trust and confidence in us to continue the journey. We are grateful that every one of you made the transition with us. Our goal was to invest the energy, time, and resources to ensure the move was a smooth experience. We hope we have accomplished that goal for you.
Not only did you join us under our new name, but you also introduced us to many of your family and friends in 2025. We are so thankful for these introductions and the opportunity to form these new relationships. Our vision statement is “every client brings a friend and stay for life” and we have built our business around that vision. Cheers to all the great memories created in 2025 and to the great memories to be made in 2026.
Thank you for the opportunity to call you, “our clients”.