This September, we’re celebrating first-day milestones across the Revel team—from high school hallways to college campuses.

These personal moments remind us that growth—like wealth—is a journey best supported by strong roots and close connections.

August marks two years since Revel Private Wealth began with a simple but powerful idea: that our clients should truly revel in life. Inspired by the definition of the word, we chose a name that reflects our belief that financial clarity is a foundation for living fully.

Over the past two years, we’ve grown, learned, and celebrated alongside our clients. From personal milestones to professional wins, it’s been a journey rooted in purpose and connection. Thank you for being part of it—we’re just getting started.

From first regattas to graduation milestones, the Revel team is soaking up summer with family, fun, and a few sweet victories. Summer is off to a strong start — and we’re just getting going.

Megan and Tenley traveled to New York City in May to attend a due diligence meeting—an important part of how we deepen our insights and better serve our clients. With daughters in tow, they made time to enjoy a few iconic NYC experiences, from tea at The Plaza to Broadway shows. It was a meaningful blend of business and family that reflects the heart of what we value at Revel.

Please join us in welcoming Sommer Swanke and Harley Cooper, the newest members of Revel Private Wealth's Client Service team. 

Tenley's participation in the nationwide advocacy group will help financial advisors and their clients by working with our government on issues that will directly affect the availability and delivery of independent financial guidance and advice for all.  

Megan and her husband Mark had the pleasure of once again attending the "Table for Ten" scholarship program dinner, where they were delighted to meet Chef Pascal Olhats. Chef Olhats is the namesake and a central figure for the scholarship program and this annual culinary event benefiting Saddleback College's Culinary Arts Program. He is a well-known executive chef and restaurateur in Orange County, California, with a long history of running and owning restaurants like Tradition by Pascal, Pascal Épicerie, Café Jardin, and Pascal's Café. 

We are thrilled to share that our team recently had the privilege of a private meeting and coaching session with the world-renowned Dr. Kevin Elko. Known for his impactful coaching and motivational speaking engagements, Dr. Elko has inspired athletic teams, professionals, and organizations worldwide. We look forward to drawing on his insights and strategies to reach new heights in our work and with our growing team.

Our reflection on Women's History Month, and what it means to us as women, mothers, and business owners.

Celebrating Lunar New Year with a Vietnamese family is a heartwarming experience filled with tradition, joy, and togetherness. Here Lan shares this beautiful tradition and family photos!