At The Firm

CCMI successfully moved back into our offices on the 11th floor on Friday, March 15th!  The remodel was a great success and we look forward to receiving the new furniture, along with some decorations, for the remodeled space.  We will hold an open house in May so be on the lookout for an invitation in the coming months!

The CCMI team has been competing internally in a March Madness basketball tournament bracket for bragging rights.  Each CCMI team member entered their own brackets and as of this writing, the girls are dominating and have taken the top 3 spots!

Brian was invited to have dinner with the SEC Director of the Investment Management Division, Dalia Blass, while she was at a conference in San Diego.  Director Blass is in charge of the policy making portion of the SEC and the conversation surrounded the impact of policy decisions on boutique investment management firms.  The opportunity to share viewpoints with the SEC face to face is rare, so Brian jumped at the opportunity when he was contacted by the SEC.

Brian also was honored to judge a speech contest at City Heights Prep Academy through his Rotary club.  The majority of the students are refugees and learned English within the past few years, but they did an excellent job presenting a brief window into what they have been through in their lives.  CCMI previously had donated computer monitors to the school so it was nice to be able to connect with the students who are using them daily.

CCMI has been reviewing various financial planning software platforms over the past year and has decided on eMoney which offers improvements to our current process by giving clients more flexibility and making it much easier to present than our current software.  Kim and Matt Ryan attended training where they learned about system functionality and participated in an advisor roundtable to better understand best practices from advisors already using eMoney.

Matt Ryan joined San Diego’s chapter of the National Association of Personal Financial Advisors (NAPFA) for a “lunch-n-learn” to learn about updates to estate planning laws and charitable gifting strategies for large gifts.

Matt Showley hosted his Vistage group for an all-day meeting at CCMI.  The remodel had not quite finished, so he wasn’t able to share the new office with the group, but they had a great meeting and explored several issues related to small businesses in San Diego.

Kim attended the 2019 Research Affiliates Advisor Symposium in Newport.  She enjoyed hearing various speakers discuss topics that relate to the more technical side of investing as well as the behavioral side while gaining a better understanding of how emotions influence our decisions.

This month’s LEAD IMPACT class took Kim and her classmates to Las Colinas Detention center in Santee where they learned more about Law and Society.  They heard from various speakers including Sheriff William Gore and several non-profit organizations who assist those transitioning out of the criminal justice system.  They also learned more about the programs that are offered to the inmates at Las Colinas to help them with transitioning into the workplace once their sentence has been fulfilled.

Kim hosted her LEAD IMPACT leadership action team meeting at CCMI and the team was able to regroup as the first phase of their team project is complete.  As part of the LEAD IMPACT program, Kim and her team have been tasked with assisting non-profit organization Olivewood Gardens and Learning Center with revamping their marketing plan and strategy.

Kim and her “Girls Rising” little sister spent some time together this month.  Kim has been helping her with exploring her options once she graduates from high school in June as she has a few different paths to consider.  They also enjoyed going to the movies together this month.

On The Home Front..

Brian continues to be at the baseball fields coaching on many evenings and weekends.  The San Diego rains have led to a slow start of the season, but the kids are growing and having fun.  Brian’s son Kai (age 9) played both catcher and pitcher for the first time and was awarded the game ball for throwing out a runner trying to steal, along with striking out a batter while he was pitching.  The Matter family also enjoyed going to watch youngest son Koa (age 6) perform in his school opera, “The Three Nany Goats Gruff.”  Koa had a starring role as one of the Trolls under the bridge and did a great job!

Matt Showley and his family spent a week in Mammoth for a spring break ski trip.  The weather cooperated, and they were able to get three full days of skiing.  Elizabeth (7) has been enjoying her tap dance class and Jacob (5) is now very excited about Karate and goes twice a week.

Katie is a little more than a month into the Grossmont lacrosse season and she is very thankful for the girls that she is coaching. Not only are they very skilled, but, more importantly, they have great attitudes making it a pleasure to coach them. They only have one loss so far and they are looking to continue their win streak.

Matt Ryan had his bachelor party weekend in March. He and the groomsmen all went to Catalina Island for a weekend to enjoy some time away from home. They stayed in an Airbnb and had a great time hanging out. They played some golf, went on a hike to find some wild buffalo (unsuccessful) and enjoyed the jacuzzi tub that was attached to the house. Matt will be getting married at the very end of March, so the wedding update will be in April’s Out and About section of the newsletter.

Monica and family celebrated Mike’s birthday on St. Patrick’s Day with a family dinner. Alex continues with puppy training of Sierra. Monica is busy planting flowers in her yard and tending her roses. All the recent rain is making everything so green!

Kim and her Women In Business group enjoyed a trip down to the Guadalupe Valley in Mexico for a day of wine tasting.  Their tour guide was great and took them to some wonderful wineries and fabulous restaurants.  Kim also hosted the quarterly Women in Business book club meeting at her house and enjoyed spending more time with the ladies in the group.

Kim and her friend dusted off their bikes and went on a ride up and down the coast on the first sunny Saturday in March. They were happy to get their first ride of 2019 in the books and it was a beautiful day!

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976