Insights

Our 2025 Thank-You Letter

Every year offers a moment to pause and reflect before moving forward. As we look back on 2025 and ahead to 2026, one thing stands out above all else: the relationships we’ve built with each of our clients. Having a front-row seat to our clients’ success is the most rewarding part of what we do, and it’s an honor to partner with new clients while continuing to deepen our collaboration with those we’ve worked alongside for years. In this post, we’re sharing a few of the people, partnerships, and moments from 2025 that we’re especially thankful for.

Our team’s internal growth

It was a big year of growth and change internally at Graham, as we welcomed three new full-time employees. Gabrielle Theissen joined us as a Senior Graphic Designer; Megan McIlvane joined us as a Director; and David Murrell came on board as a Senior Content Strategist.

We were also fortunate to have two fantastic interns join us over the summer, Kevin Caffrey and Maddie Evans.

Finally, Sydney Eller, who’s been a key part of the Graham team for five years, earned a well-deserved promotion to Senior Account Executive.

Exciting opportunities with new clients

We were thrilled to bring on a number of new clients over the past year. It’s always an exciting time for our team as we begin to dive into the details of a new business and collaborate on new messaging and marketing strategies.

This year, we began partnerships with:

  • Caudle Meares
  • Faubourg Private Wealth and Second Line Capital
  • Integrated Advisors Network
  • Ash Brokerage
  • Uniting Wealth Partners
  • Soltis Investment Advisors
  • Sterling Investment Advisors
  • TIFF Investment Management
  • Earned Wealth
  • Halo Investing

 

To all of our clients, new and old: Thank you.

We’re looking forward to all the projects we’ve got in the pipeline for 2026 and can’t wait for everything that this year will bring.

Gratefully,

The Graham Team