At the firm…

The CCMI team is excited to announce our newest team member! Sheila Hoopes joined CCMI in September as our Associate/Paraplanner and will be supporting both the financial planning and portfolio management operations for our clients. Sheila comes to CCMI after being on the broker/dealer side working at LPL Financial for six years. Read more about Sheila here.

Matt Ryan continues to be involved in a local Toastmasters group. He gave a speech this month on negative interest rates and how they are affecting the domestic and international market environments.

Matt Showley attended Junior Achievement of San Diego’s 100th anniversary celebration where JA raised over $100,000 to help support their BizTown and Finance Park programs. Matt is very excited to be a new board member for this great organization.

Matt Showley and Kim attended the Estate Planning Council’s Summer Social at a wine bar in La Jolla to kick off the new council year. Matt is President of the council this year and is looking forward to a great year of programs for the membership.

Brian, Matt Showley, Kim and Sheila all attended the Financial Planning Association’s full-day symposium and heard great speakers in the areas of Special Needs Trusts, future market return assumptions, Medicare updates and how to structure investment portfolios to align with anticipated future cash needs. This annual event is always a great way to keep up with the latest research and other trends in our industry.

Brian continues to review and update the firm’s policies and procedures to enhance our policies to make sure we always remain compliant.

Kim, Brian and Matt Showley attended San Diego Magazine’s Celebrating Women event where Kim was a finalist in the Rising Star category which was comprised of women who are making a mark in the San Diego community. Although Kim did not win the award, she was honored to be in the presence of so many wonderful women making an impact in San Diego.

Kim attended the United Way’s Leadership Society Reception at Herb & Wood in Little Italy where she mixed and mingled with other donors and fellow members of the Women United organization.

Kim attended her monthly Women in Business dinner event where former local TV meteorologist Jodi Kodesh spoke about her interesting journey. While she’s no longer on local TV, she was fortunate to be sponsored by SDCCU and continues her passion of reporting weather on avenues like social media and is also working with schools to teach kids about meteorology.

Kim and her Girls Rising little sister attended a career day where they had the opportunity to speak to women of different careers and backgrounds.  From lawyers and police officers, to nurses and literary agents, it was a great mix of professionals for Kim’s little sister to talk to as she decides on her path after high school.

Matt Showley and Katie attended a one-day marketing seminar in Orange County about how to better articulate the unique value that CCMI provides to clients. CCMI will be revamping our website in 2020 and this is part of the early planning for that big project.

On the Homefront

Matt Ryan had a busy month of driving on the weekends in September. He and his wife took a quick weekend trip up to Santa Barbara and enjoyed the beach and some wine tasting. They biked down the boardwalk and enjoyed a nice dinner date at a local restaurant. Matt also had two other weekend trips where he drove up to Lake Arrowhead to visit with his brother and a trip to Redondo beach to see his sister in-law.

The Showley family has been spending weeknight evenings and most of their Saturdays at the soccer field where Lizzie and Jacob are both playing on teams at their respective age levels. It is fun watching them run and play and learn so many great lessons on the field.

The Matter family has been busy with soccer and school in September. Between soccer practices Monday through Thursday, three games each Saturday, and a number of back to school nights, September has been a busy month. Emma (age 12), Kai (age 10), and Koa (age 7) are all doing well in both school and soccer, and Brian helps coach both Kai and Koa’s teams. Kai’s team chose the name Savage Mustachios and parents are often seen wearing fake mustaches on the sideline to cheer on their team.

Kim and a few of her friends, one of whom decided to dress as a taco, had a fun time participating in the 50 mile Rosarito to Ensenada bike ride. The ride was challenging but the delicious food and drinks at the end of the ride were a nice reward!

Monica and family are back to watching football on the weekends. Saturdays are spent watching college games and everyone watches the NFL on Sundays. Both Alex and Cole have 2 fantasy football teams each which makes watching the games interesting and exciting.

The fall lacrosse club season has started, so Katie has been spending week nights working with high schoolers from Ramona High, Helix High, San Diego High, and Grossmont High to improve their skills and teamwork. Ben and Katie celebrated a close friend’s birthday at a restaurant in North Park and they enjoyed their night out with friends. Katie and her family also went to a celebration of life for a dear family friend. While there was an underlying tone of grief and sadness, it was truly a celebration of his life.

Sheila had a busy September with her husband John and daughter Anastasia. There were lots of birthday parties for Anastasia’s preschool classmates on the weekends, and they were able to enjoy a local overnight camping trip to Kumeyaay Lake Campground in Mission Trails Regional Park.

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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