For two decades Michelle Clary and her team have operated in wealth management in the Tri-Cities, first as an affiliate practice of Fortune 500 company Thrivent Financial and as of 2018, the CEO and founder of Piton Wealth. It isn’t difficult to see how Clary and her team have consistently ranked in the upper 1% of Thrivent practices in client satisfaction. Taking an active role in the local community and bringing people together for a good cause seems to be second nature for a company that revolves so heavily around encouraging clients to thrive both personally and professionally.
In 2017, Michelle and her husband Andy opened their home to singer-songwriter James Lanman who was on a living room concert tour across the US and Canada, where he performed for a mix of their clients and friends. The following year, Michelle had the idea to leverage the draw of live music, food from local eatery, Porter’s Real BBQ, and their expansive network by turning it into a fundraiser. Teaming up with Lanman to sell tickets to his performance at their home, Piton Wealth then matches all ticket sales from the concert to raise money for the Tri-County Habitat for Humanity branch, where Andy also serves on the board. They also have a tradition of a side contest where guests bring their A-game side dishes and judges select the top 3 winners. Now in its third year, what has affectionately become known as “Kennewoodstock” between Lanman and Clary, has become quite the event. Seeing over a hundred attendees this past weekend and with over $5,000 raised through a combination of ticket sales and additional donations for Habitat for Humanity on behalf of Piton Wealth and guests in attendance, the event has consistently raised more money each year. From complete strangers to great friends, working together has been synergistic for both Lanman and Clary who make their livings building communities through their work, her with her practice and him with his music. “The longstanding partnership of Piton Wealth and Habitat for Humanity is celebrated annually with the inspiring message and incredible musical talent of James Lanman. There is nothing better than enjoying meaningful relationships, eating great food, witnessing generous hearts, and supporting an amazing charitable organization--- all in the intimacy of a backyard setting while James moves and impacts the audience of all ages with his captivating personality, inspiring story and magical voice,” says Clary.
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November 2024
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