A New Chapter Begins

After more than 45 rewarding years in the financial services and advisory world, I am stepping aside to embrace a new chapter. This journey has been extraordinary—enriched by meaningful relationships and the privilege of serving clients who have placed their trust in me.

Co-founding Family Wealth Coach Planning Services with my wonderful business partner, Allison Maher, has been among the most fulfilling experiences of my career. Together with Allison, Marcie, Ruby, Devon, and Kodie, we built a firm grounded in integrity, care, and a commitment to our clients’ success.

As I transition, I am pleased to support Devon Sorge and Kodie Dewar—familiar faces to many of you—as they take on the responsibility of servicing my valued clients. Devon and Kodie have launched their own venture, Dewar Sorge Group, and are excited to introduce their new brand and website by the end of summer. I have every confidence in their dedication, expertise, and vision, and I know they will continue to deliver the exceptional service you deserve.

Though I am closing this chapter, the relationships, memories, and lessons I have gained will remain with me always. I am deeply grateful to each client, colleague, and friend who has shared in this journey.

Thank you for your trust, support, and friendship over the years.

Tom Sorge