As we move into February, DRDA continues to build momentum with a strong focus on integrity, collaboration, and thoughtful growth. Our February 2026 Family Journal highlights how our people, processes, and values come together to support our clients, our team, and the communities we serve.
At the heart of this issue is integrity. At DRDA, integrity is not just a stated value, it is a daily commitment. It shapes how we serve clients, how we communicate with one another, and how we make decisions, even when no one is watching. This foundation of trust strengthens our culture, supports collaboration, and creates lasting relationships with our clients and partners.
We are proud to recognize Anthony Alves as our 4th Quarter Culture Champion. His positive attitude, mentorship, and willingness to go above and beyond are a great example of culture in action. Celebrating team members who live our values reinforces what makes DRDA a place where people feel supported, respected, and motivated to do their best work.
February also brings exciting growth across the firm. We welcomed Michelle Meissner as Director of Talent & Culture, a role focused on attracting top talent, supporting development, and preserving the culture that makes DRDA special. Several departments shared updates on expanding services, including business valuations, retirement plan support, client accounting services, and tax advisory work, all reflecting our commitment to meeting clients where they are and helping them plan for the future.
Learning remains a key focus at DRDA. This issue explores practical topics such as fidelity bond requirements for 401(k) plans, best practices in adult learning, and ways clients can prepare early for a smoother tax season. These insights reflect our belief that education, clarity, and proactive communication lead to better outcomes for both clients and advisors.
Community involvement continues to be an important part of our mission. Through professional organizations, campus engagement, and educational events, DRDA stays connected and shares knowledge that helps business owners make informed decisions. Internally, team-building moments, shout-outs, and everyday collaboration remind us that strong relationships are the foundation of sustainable success.
As we look ahead to 2026, our focus is clear: maintain strong financial foundations, support intentional growth, and stay aligned with our brand promise of working to improve
our clients’ futures, not just account for their past. With integrity guiding our actions and people at the center of everything we do, we are confident in the path forward.
To our clients, team members, and partners: thank you for your trust and commitment. We look forward to continuing this journey together.
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