When selecting an employee of the quarter we look for a member of the team that has gone above and beyond their responsibilities and the expectations set forth. Courtney DeVoss has achieved just that. During the first quarter, Abundance successfully rolled out a brand new website with a new look and feel. When approached with the opportunity to create and design the website she capitalized on it. The task was not an easy one because it required revamping the original website by essentially breaking it into 3 separate sites. It included one main page and three separate sites that would allow a client or visitor to peruse the wide variety of services provided by Abundance. Courtney quickly put her creativity to use. On top of her regular responsibilities, many hours were spent as she partnered with the team to layout an attractive yet logical and useful website.

The project required Courtney to work very closely with our webmaster in successfully putting the ideas in place. Although, this project could have been frustrating because of the time commitment and importance of paying attention to the fine details, she remained poised and on the offensive to bring the creativity into fruition. It is very difficult to put into words how integral Courtney DeVoss was in this whole initiative. She displayed teamwork, persistence, desire, patience and the determination to not allow the project to fail.

As a result of her efforts Abundance has received many compliments from prospective employees attempting to learn more about our company, our professional partners and to top it off it was displayed on our webmaster’s own personal home page as a representation of the quality of work that they provide.

As a portfolio manager Dan McCurdy has taken on greater responsibility over time.  He displays an ability to learn rapidly and adapt quickly to changing situations.  In addition to his Investment Department responsibilities, Dan has taken a proactive approach in the growth of Abundance.  Dan has created a PowerPoint deck that is used by various team members throughout the organization for annual employee retirement plan meetings.  The feedback received from these employee meetings has been extremely positive and is a reflection of Dan’s dedication, professionalism and desire to serve our clients. 

Abundance was presented with a unique opportunity to provide monthly investment articles to the Centre County Women’s Journal.  Dan was asked by Executive Management to take the lead role in authoring all material.  He willing accepted the opportunity to represent Abundance in this publication.  The articles have had a positive reflection on the expertise of our organization.  Dan has also played an integral role in various groups within the organization, including the Strategic Planning Team (SPT) and the Client Relationship Management Software Team.  As a member of SPT, Dan was able to provide insight based on his diverse background and his professional experience which resulted in a business plan that included; a vision statement, a mission statement and an action plan to create more depth in the organization and overall firm growth.

Dan displays a winning personality, works well in cooperating with others for the benefit of the organization; he builds trust and rapport, seeks continuous innovation and is a valued employee of the Abundance team.

As a member of Trust and Operations, Bobbie holds the position business coordinator.  She provides operational support to the sales and service efforts of Abundance by assisting with the day to day activities on client accounts.  She is responsible for both asset movement and transaction processing of all assets, collecting and processing income received, and keeping all the records of the assets, cash, and transactions of the accounts.

The work is very demanding, absorbing, and intense at times.  However, Bobbie’s logical, analytical, and problem solving skills allow her to perform these daily tasks consistently. The company relies on her attention to detail and accuracy each day as she produces quality reports for our clients. This has been evident with the month and quarter end closing process.

Operations goal has been to close month end within one day and quarter end within two.  Bobbie has successfully and consistently met these timeframes, which in return has resulted in better client service by allowing client statements to be released earlier and Abundance to be able to collect fees in a timely fashion.

In summary, Bobbie’s attitude and commitment has allowed her to produce positive and measurable outcomes.  She is the type of team member that every organization needs.  The executive management team truly appreciates your continued efforts towards achieving results in a timely and efficient manner.

Thank you for being so consistent!

Bev possesses numerous hats that she wears throughout her day.  From her assistance with tax season and Ronald P. Dreese & Associates, acting as a liaison between the organization and our technology consultant, to supporting operations, Bev plays an important role in the organization.  She displays a strong personal commitment to successfully completing all projects placed in front of her.  Bev is consistent, dependable and accurate in carrying out responsibilities to a successful conclusion.  Her drive and motivation allow her to stay focused on the task at hand.  It is not the task that is the most important thing, rather the end result of the effort.  Bev performs her tasks and projects with a high degree of accuracy. Bev develops a strong working rapport with others and excels in trust building.  During her tenure Bev has developed a broad knowledge. Due to her knowledge, she is a go to person for information and is sought out often by her co-workers.   

In summary, Bev is capable, willing and able to help wherever she is needed.  She is a valuable employee and team member that works diligently to get the job done successfully.  

The building project was not an easy task, but Laurie handled it with complete confidence. With Laurie’s broad experience level it enables her to make a substantial contribution to the continued operation and growth of the organization. Enough cannot be said about Laurie’s Dedication to the organization and her eagerness to jump right in and get it done. Her interaction with clients is very polished and poised and Laurie displays a winning personality. This award is well deserved and the organization would like to thank her for having such a positive impact!

On many occasions, I have witnessed employees within the organization utilizing Roger as a resource for information. Each time Roger is extremely courteous and professional. Roger is a valued employee here at Abundance and he is always willing to assist regardless of the task. There are many other duties that Roger performs that are outside of his job description that he performs without any complaints. He always accentuates the positive and is results-oriented.

To date, I have received three additional suggestions in the "Suggestions Email Box" personally from Roger that focus on improving the way we do business. Roger is a solid team player that holds the Abundance Values close to his heart! Congratulations Roger on being the first "Employee of the Quarter."