A New Chapter for Relevant Strategies

I am delighted to welcome Kerry White as a partner in Relevant Strategies, LLC. Kerry has been a trusted advisor, colleague, and friend for more than 30 years, through many different chapters of our professional lives. Throughout that time, I have come to know her as someone who is exceptionally smart, sensible, thoughtful, and unwaveringly committed to the success and well-being of her clients. Most importantly, Kerry shares the same client-first philosophy that has always guided this firm: doing what is best for the people and organizations we serve.

As I prepare to retire at the end of 2026, Kerry will assume leadership of Relevant Strategies. Under her direction, the firm will focus on advisory, financial, and tax planning services for nonprofit organizations. Kerry's extensive experience in institutional investing, tax advising, and accounting services provides an exceptional foundation for helping organizations manage their financial responsibilities with confidence. Together with her talented team, she offers the kind of expertise and support that allows nonprofit leaders to stay focused on their core mission, knowing their accounting and advisory needs are in capable hands.

I have tremendous faith in Kerry's leadership and the future of Relevant Strategies. I feel fortunate not only to be passing the company into such capable hands, but also to continue as one of Kerry's clients. While I will remain involved for a period of time as an advisor, the future of the firm belongs to Kerry, and I am looking forward to seeing the great things she will accomplish.

To our clients and friends, thank you for the trust you have placed in Relevant Strategies over the years. I am excited for the future of the firm and confident that Kerry and her team will continue to provide the thoughtful, client-centered services that have always been our hallmark.