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Exciting News and Happy Holidays!

Writer: NorthAvenue
NorthAvenue
Dec 22, 2023
1 min read

Congratulations to Chris!


We are so excited to announce that Chris and his wife Jacci recently welcomed their first baby. Liliana Catharine Baumann-Smith was born December 8th, 2023 and weighed 7 lbs 11 ounces. Mom and Dad waited a long time for their little girl, and the NorthAvenue team is thrilled everyone is doing well, and that we get to welcome another NorthAvenue baby!


While Chris, Jacci, and baby Liliana are getting acquainted the team will be making sure all clients are well taken care of. Our Client Service Associate, Christina, has already done an amazing job transitioning into Chris’ office administrative duties while he is out.



Happy Holidays!


As we enter the holiday season we wanted to express our gratitude to all of our clients and colleagues for working with our team. We are looking forward to celebrating our 5-year anniversary with all of you in 2024, as well as sharing our recently expanded and renovated office space. It’s been a wonderful 2023 for all of us and here are a few of the highlights. We hope all of you have wonderful holidays, and a very happy and prosperous 2024!


Your NorthAvenue Team







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4400 N. High Street, Suite 201

Columbus, OH 43214

Info@NorthAvenueFA.com

 

Phone   614-210-3948  

Fax    614-798-1523

 

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NorthAvenue Financial Advocates is a tradename. All services provided by NorthAvenue Financial Advocates investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.   

 

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