SPEAKER_00 0:00

TGIF, everyone. It's Friday, June 5th, 2026. This week's topic, introducing Blue Spring, California, the golden spike. But before we start, here's a word from our attorneys.

SPEAKER_01 0:11

The information and opinions presented in this podcast, including the views of guests not affiliated with the Blue Spring Wealthy, are for general informational and educational purposes only and should not be considered investment in tax or legal advice. Any references to specific securities of the sectors, industries, products, or services, do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principle. Listeners should consult their own financial professionals before making any financial decisions.

SPEAKER_00 1:04

These organizations were fiercely independent, centered around people, and operated actively in the business of life. It's that commitment that will drive Blue Spring Wealth California in the decades to come. The leaders of Biddell Frasier in Capital Planning outlined a vision for a combined entity with shared values and interests. The mission is an authentic and personalized, client-first, comprehensive financial services organization for this digital age. Blazing new trails toward prosperity for its clients is nothing new. Innovative and creative thinking will be married with digital resources and tools. Entrepreneurialism still runs through the pipes. Done right, this dynamic organization will secure existing clients while attracting new ones. What's more, the new organization will possess a magnetic force to draw in other firms and next generation talent who share the values and vision. Opportunity circles this group. Recognizing and acting upon them is key. Blue Spring Wealth is designed to ride the waves of the future. Change is a constant. Embracing new ways and innovative solutions has been core to each firm's longevity and success. That will continue. In fact, it will accelerate. Understanding and implementing contemporary solutions to modern challenges will be the way. Rooted in California and spanning the West Coast and beyond, this new firm is fixated on its mission. The organization is committed to being on the right side of change. Client First will always be the focus. As a partner in the business of life, Blue Spring Wealth will be there to design plans that raise families, get the kids educated, and create a roadmap to retirement so that our clients can enjoy their golden years while we relieve the stress and burden of knowing how to achieve it and pay for it. We are your financial engineers. We are your financial physicians. We are your neighbors and your trusted source. I am proud of the next generation of leaders who will be carrying the torch and writing the new chapters. Bedell Frazier and Capital Planning are great stories. Blue Spring Wealth California ushers in a new day. Familiar names and new ones will take center stage. Meredith Rosen and George Sutcliffe will skillfully lead the group. Able-bodied and brained Mike Harris will navigate the market with seasoned wingman Jim McCarthy and Terry Chu at his side. The savvy Larry Hansen is knowledgeable in working with business owners and estates. The dynamic duo of Angie and Lisa make it clear who really runs the Roseville office. This group is stacked with talent on the advisor side, with John Chang running point, while Cameron, Anthony, Abe, and JT prove they're not just the future. They're already delivering in a big way in the present. Jason Martin excels in his role as the retirement plan guru. Aisha is the director of First Impressions who instantly makes you feel special and can light up a room. Yasmin adeptly engages with Schwab daily as a point person to get things done. Dirk is the mad scientist behind the scenes who makes sure the trains operate and all systems are a go. Trades and global portfolio analysis run through John and Justin in Walnut Creek. Newcomers Gillian, Lawlith, Rich and Elaine have made immediate impacts with bright futures ahead. And of course, everyone is excited for the return of Debbie Mitchell early next year. Finally, for Chairman Jim Wilson and yours truly, arm in arm with our ambassador Michael Salazo, we stand with pride, providing support, guidance, and our seasoned perspectives, by request, of course, as this new organization takes flight. It's not easy to hand over the reins, but it's the right thing to do and the right time to do it. We three plan to be their biggest fans. These are disruptive times and we are in a disruptive industry. That's always been the case. Our comfort is found pioneering. This strategic combination of these organizations provides the ability to continue to be a trailblazer and agent of change. We are helping shape the future of Blue Spring and the future of the financial services industry. Connecting Sacramento to the Bay Area is the first step in connecting the rest of the country. Like the advancement of the Transcontinental Railroad in the nineteenth century, Blue Spring Wealth California will be the golden spike that connects yesterday to today and tomorrow. It's a new day, and the future is bright. Have a nice weekend. We'll be back dark and early on Monday. I'm Mike Frazier.