Celebrating Excellence and Service: Highlights from High Falls Advisors’ 2026 Q1 SOCA

High Falls Advisors held our 2026 Q1 State of the Company Address (SOCA) on Tuesday, January 20, 2026.

At this company-wide meeting, we reviewed where we've been, where we are, and where we’re going, ensuring everyone is aligned on our journey.

In addition, it was a chance to recognize “wins” for the company. This quarter, we honored Jamie Bushart with the High Five Award. The High Five Award is for an employee who goes above and beyond in service to our clients. Jamie’s dedication is illustrated by the number of notes and comments received from clients. Comments like “Awesome,” “Great follow through,” and “Always responsive.”

Raechel Taddei received the Core Value Award. This quarter, we highlighted the value of EXCELLENCE: “Good enough is not enough.” Illustrations of the Excellence value include:

• We go the extra mile for clients and each other.
• Our personal standards of performance and excellence are always higher than our clients’ expectations.
• We are fiduciaries to our clients. We act in their best interest at all times.
• We act with principles and integrity.
• We are accountable.
• We are kind to others.

If you go to Raechel with a question, not only does she have the answer, but she also provides the documentation to support the answer.

Following the meeting, we took the afternoon to celebrate our successes. We traveled to the New York Kitchen in Canandaigua, where we prepared and shared a celebratory lunch. Employees paired up and prepared fresh homemade pasta, vegetable marinara sauce and vodka blush sauce. When the cooking was done, the eating began. Bon appetit!