At the firm…

The CCMI team spent a day in early December completing our Annual Business Planning meeting.  As part of this meeting, we discuss how to improve the firm, set goals for the year ahead, and overall, align our actions with those goals to continue improving for our clients.  We ended the day by going to Punch Bowl Social in downtown San Diego where we paired up and competed in Office Olympics.  The events of the day included – bowling, skee ball, ping pong, foosball, and bean bag toss.  Congratulations to Monica and Brian for taking home the gold medal that day!

The CCMI team also gathered for the annual Compliance meeting in December.  CCMI works hard to remain compliant with the ever-changing rules and regulations instituted by the various government institutions overseeing the financial services industry.  The annual meeting is a good update of rules that may have changed during the year and areas to improve upon in the upcoming year for our team.

The CCMI team participated in a fundraiser via Brian’s rotary, the San Diego Downtown Breakfast Rotary, to bring the holiday spirit to those in need. The team “adopted” 6 children who are living at the Door of Faith Orphanage in Tijuana. We spent the last hour of a Monday shopping for Christmas gifts, which included clothes, shoes, and toys for the orphans.

Brian and Matt continue to work with the building to further advance the office remodel.  The office building has selected various contractors to bid on the work, and CCMI is anxious to get the remodel underway to more efficiently use some of the odd angles of the building.

Brian spent a morning answering questions for the LEAD IMPACT Class about the various non-profits that were selected to have a project completed by the LEAD IMPACT program participants.  Brian was part of the committee that selected the non-profits as part of the program.

Matt Showley attended the quarterly meeting of the Scripps Foundation’s Gift Planning Advisory Board and heard a presentation by the top pulmonologist at Scripps about the various minimally invasive treatments that have been developed to treat lung cancer and how it is increasing survival rates.

Matt Ryan has been working on a new format for CCMI’s quarterly investment reports to update and modernize the look and feel. CCMI is planning to roll out the newly updated quarterly reports at the beginning of 2019.

Kim attended the CalCPA holiday party and networked with local CPA’s.  Kim also attended the National Association of Personal Financial Advisors (NAPFA) study group where a speaker presented information on Social Security.

Kim’s LEAD IMPACT class this month focused on philanthropy and her class met the Executive Directors from the non-profit organizations they will be assisting in 2019.  While she made selections on the non-profit she would like to work with, she will not know which one she will be assigned to until January.

On the home front…

Matt Ryan continues to coach the Saint Augustine High School freshman basketball team. The team is doing well with a record of 5-1 so far this season. Matt also enjoyed getting together with family and friends as he attended 5 Christmas gatherings between the 24th and 25th of December.

Brian continues to help coach daughter Emma’s All-Star soccer team.  The girls improved in their second tournament and continue to build toward their regional tournament where they hope to make a good showing.

Brian’s family enjoyed Christmas in San Diego with Brian’s extended family before heading out on a quick trip to southern Utah to meet Nikki’s extended family for a long weekend.  The Matter family enjoyed skiing and the kids loved spending time with all of their cousins.

Matt Showley and his wife Alex took a long weekend in Venice, CA to visit friends, attend a Chargers game, and try a few new restaurants in the bustling food scene in Los Angeles.  Two highlights were getting to go on the field during warm ups for Charger game and later eating at Felix Trattoria, which was named as one of America’s best new restaurants.

Kim’s December has been filled with various social gatherings.  It started with her husband Tyler’s birthday on the first of the month, where some of their friends went out to dinner to celebrate.  Kim’s parents arrived from Maine mid-month and will be staying through the new year.  They hosted some close friends for dinner just before Christmas and had a blast!

Monica and family spent the holidays together shopping, cooking, baking and playing games. Son, Cole turned 22 on Christmas day. Mike continues to work on his man cave (garage) by building custom cabinets. Monica will spend the New Year organizing the garage space.

Katie and Ben had a wonderful December spending time with friends, family, and coaching lacrosse.  They also attended the San Diego Festival Chorus and Orchestra’s Sounds of the Season with family to support a close family friend who is a member of the Chorus. It was a great event to start the holiday season. They also spent a lot of time with Katie’s brother, who is on winter break from school in Portland, ME.

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