Mom and dad got invited to a rooftop thank-you event for clients of their financial advisor and managed to convince their advisor to extend the invitation to Shea and I even though our investment portfolios differed by more than a few zeros at the time!
Recently had a meeting with all of them again and a lot has changed in eight years but not the clear love my mom has for her financial advisor (more than for me maybe?) or the fact that my dad is still wearing the same Rider shirt eight years later (which is probably part of why they get invited to rooftop parties in the first place – not a lot of extravagant or wasteful spending for them which is something the financial advisor said most of his clients have in common – being well-off but living like you’re not. Good advice for everyone!)
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