I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age of three and committed to a firm that I view as family.

These past few weeks have been hard, but the support and sense of community has been amazing to observe.  Previous weekends spent shopping, dining out and full of birthday parties are now refocused on neighborhood walks looking at beautiful sidewalk chalk art and counting teddy bears nicely perched in our neighbors’ windows.  We’ve had countless backyard picnics and scooter races in the garage.  What’s clear is that we are all in this together.

How do we support our communities, neighbors, essential workers and families trying to put food on the table?   How do we give back?

Whether it’s something as small as texting family and friends to check in, delivering groceries or medicine to elderly neighbors, or sharing a meal over video…it all matters.  It’s meaningful.

For those who want to make monetary donations of cash or appreciated stock, Schwab Charitable has compiled an extensive list of coronavirus-related charities that I’ve found to be very helpful and well-organized.  If you are interested in donating to one of these charities, please contact your Team Hewins advisor to discuss further.

Download the podcast “We’re All in this Together – Let’s Give Back!” featuring Patrice Cresci. Or stream it here on our website.

About Patrice Cresci

Patrice Cresci’s first love has always been working with her clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Patrice has been the recipient of financial industry accolades including the Forbes Best-In-State Wealth Advisors (2019, 2020), Forbes Top Next Gen Wealth Advisors (2019), and Forbes Top Women Advisors (2019).  In addition to serving her clients as a Senior Financial Advisor, Patrice serves as a member of the firm Management Team and is a Principal of the firm.

Team Hewins Principal and Director of Advisory Services Patrice Cresci

Team Hewins, LLC (“Team Hewins”) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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