← Customer 14024204

#35143 Website updates underway

Scheduled Created Jul 25, 2025, 5:55 PM
System (internal) Jul 25, 2025, 5:55 PM
Created from Lead: https://artichoke.shield.syncromsp.com/leads/33855627/convert
Check-in (internal) Jul 25, 2025, 5:55 PM
Hey Peet!

Things are continuing to plod along with the business transition. I talked with my niece Cassie this week (last person to do any work on the Stewart website) and asked her to take it down. Stewart & Associates is officially de-registered with the State of MT as an investment advisor, so I thought I'd better get it removed from the web. She said something about the domain name and me talking to you about that—I assume that we want to keep the domain name so we can still support the email for a while?

Also, new website is in the works. I'm using Eric Franzon here in Missoula to build/maintain it. [ABOUT - Smart Data WEBSITES](https://smartdatawebsites.com/about/)

[embedded image](https://smartdatawebsites.com/about/)
[About - Smart Data WEBSITES](https://smartdatawebsites.com/about/)
When you work with Smart Data WEBSITES, you will be working in close partnership with Eric Franzon. With more than 20 years in web development, Eric has directed a daily online publication and a large, detailed IT industry conference focused on commercial applications of technologies. He has worked in management, marketing, operations, logistics, education, and public-speaking roles. Eric ...
smartdatawebsites.com
Eric mentioned directing traffic from the old website to the new and that he'd like to be able to connect with you. I will give him your contact info.

Hope you're having a good summer. I'm going to be out of office next week, but still could be available to chat by phone if needed.

Thx,

Jill

Jill M. Tripp, CFP
Stewart & Associates, PLLC
27 Fort Missoula Rd. Suite #1
Missoula, MT 59804
Ph: 406.541.3733
Secure Upload: https://stewartfinancial.leapfile.net/
Artichoke Support - Peet (internal) Jul 25, 2025, 7:32 PM
Jill,

I'm marking my calander to reach out tuesday next week. I'm off to Boise for my mom's 80th tonight.

Cheers.Peet