Dear Valued Clients and Community Members,

I’m pleased to announce that as of January 1, 2024, I have entered into a business buyout agreement with Matt Jennings. He will be transitioning into the position of majority owner and primary financial advisor for Workman & Associates. Beth and I are thrilled to have found someone who is passionate about upholding our philosophy of always doing what’s right for you, the client, and we see this transition as a continuation of that as we prepare for my retirement.

Since Matt joined our office, he’s been moving toward this role by gradually taking on the everyday work of caring for clients like you. I look forward to assisting him in this transition. For the next two years, I will be active in the office as I operate in an advisory role.

Thank you for the blessing of your trust over the years, and please learn more by reading the note from Matt below.

With gratitude,

Dave Workman, AIF®

I am incredibly grateful for this honor and privilege. As we enter the new year, it is my hope that this letter will serve as my commitment to you. While some change is inevitable, we are confident that the Workman & Associates’ value system will remain the same.

Please know there will be no interruption in your services. The day-to-day management of your accounts will continue as normal with the support of our staff.

As always, you are under no obligation to stay with Workman & Associates, but we hope you will continue to turn to us for your financial guidance and support. I thank you for this opportunity and look forward to continuing to earn your trust for years to come. 

If you have any questions about the transition, please feel free to give our office a call at (574) 722-4222.

Sincerely,

Matt Jennings, MBA, AIF®

Note: Compensation is being paid in connection with this purchase.