Edward Jones branch team recognized for outstanding client service
Hollis Kelley, Jr., a financial advisor with Edward Jones in Glenwood Springs, and Tami Stroud and Vivian Surin, the branch office administrators, recently were honored by the firm for their performance and client service excellence.
Kelley and Stroud and Surin were selected to attend Edward Jones’ Drucker Conference at the firm’s headquarters in St. Louis.
The three-day meeting pools Edward Jones’ financial advisors and branch office administrators for discussions with the firm’s management about issues from simplifying and serving complex client solutions to achieving work/life balance.
“Our branch team invests our time in getting to know our clients while helping them work toward their long-term financial goals,” said Kelley. “To be recognized for providing this high level of client service is quite an honor.”
Kelley, Stroud & Surin were one of only 55 branch teams out of 11,000 selected to attend Edward Jones’ Drucker 100 Conference at the firm’s headquarters in St. Louis
The Drucker Conference is named after the late Peter Drucker, perhaps the greatest management thinker of the 20th century. The author of several influential books including, “The Effective Executive and The Practice of Management,” Drucker worked as a consultant to Edward Jones from the 1980s until his death in 2005.
SGM announces new hires
SGM has recently hired two new engineers allowing the company to offer expanded water resource capabilities and new mechanical/electrical services.
Brendon Langenhuizen, PE joined our Glenwood Springs Water Team as a water engineer. Brendon’s water resources engineering experience enhances SGM’s ability to provide clients with advanced water rights services associated with Colorado water court applications and water augmentation plans. He brings a wealth of experience developing project-specific physical and legal water supply plans; analyzing water rights and their administration; evaluating lagged depletions and return flows; and testing drinking water well yields. Brendon also has a background in environmental engineering including water quality sampling and stormwater management. Brendon can be reached at 970-384-9012 or firstname.lastname@example.org.
Jeff Grebe, PE recently joined the Glenwood Springs ME2P Performance Team (formerly the e2 Team). Jeff has dedicated his 30-plus year career to providing high quality engineering solutions for a wide variety of energy related projects. He has successfully completed over 1000 MEP projects for residential, commercial and institutional buildings. In addition to MEP design, he brings expertise in hydro-electric projects, commercial and utility scale solar (PV and thermal), green building construction and energy efficiency retrofits, electrical power generation and distribution, natural gas, LNG, CNG and propane applications. Jeff joins the other three ME2P Performance Team members who have been focusing on high performance ‘green’ building, renewable energy systems, commissioning projects and energy audits. Jeff can be reached at 970-384-9058 or email@example.com.
Barbee joins Bay NVC Leadership Program Leadership Assistant Team
Karen Barbee has been selected to be a part of the Leadership Assistant Team for the 2014 Bay NVC Leadership Program. She is among 10 people who will spend the next year supporting both the leaders of the program, Roxy Manning and Francois Beausoleil, and the participants. This program focuses on helping people develop skills so that they can take their NVC skills into their businesses and also teach workshops, as well as helping NVC become an ingrained method of communication in their daily lives. As a part of this role, Karen will be traveling to Calistoga, Calif., for three-week long intensives.
Tourism Council of Carbondale seeks marketing help
The Tourism Council of Carbondale is looking for skilled firms or individuals to complete website, social engagement, and public relations tasks with the goal of promoting Carbondale and bringing visitors to the town for one day visits and to stay in local lodging and patronize local events, businesses and activities. The contract is for 12 months beginning Jan. 1, 2014, with a maximum expenditure of $24,000. All questions should be directed to Andrea Stewart via email, firstname.lastname@example.org.
Holy Cross Energy returns nearly $4 million to its members
Since 1963, Holy Cross Energy, a rural electric distribution cooperative, has returned member equity to its members. Member equity is the difference between annual revenues received and the associated expenses to provide electricity. The December 2013 distribution represents the refund of nearly $4 million to members that purchased electricity from Holy Cross Energy in 1998.
Here is how the process works:
Approximately 29,150 current and former members should receive their Member Equity checks by mid-December. Refunds less than $10 will be posted as a credit on upcoming member electric statements.
Membership with Holy Cross Energy entitles all members to share in its success. Distribution of Member Equity is a unique and important part of the cooperative philosophy. As a not-for-profit entity, Holy Cross’s mission includes providing electric service at a reasonable cost and returning profits or “margins” remaining after operation expenses back to its members.
With the December refund of nearly $4 million, Holy Cross Energy has returned more than $122.5 million to its members since 1963.
“Member Equity has been, and continues to be, an essential focal point for Holy Cross Energy,” explained Michael Glass, board president. “Our board of directors is committed to carrying on the tradition, dating back to 1963, of returning margins to our member-consumers.”
Electrical Outfitters earns Circle of Safety Award
The Electrical Outfitters Inc. of Glenwood Springs is pleased to announce they are two time winners of the Circle of Safety Award given by Pinnacol Assurance of Colorado. This award was created in 2008 to recognize policyholders for their exceptional risk management. Of the 60,000 companies insured by Pinnacol Assurance in Colorado, only 60 of these businesses met the 2013 Circle of Safety criteria and were given this Elite award. Congratulations and thanks to the amazing employees who made this happen for the 2nd year in a row.
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Edward Jones Financial Advisor Hollis Kelley and his branch team members, Tami Stroud and Vivian Surin, recently qualified for Edward Jones’ premier recognition conference, the Drucker Council.