When Guardian Life Insurance Company of America asked insurance representatives from all over the country to share client stories to be recorded and shared in its annual report, locally owned and operated Alliance Advisory Group looked no further than Thomas Wade.
Wade has built lasting relationships with his clients in the Randolph area for more than 40 years. His professional relationship with the Carpenter family has extended into a second generation and, more importantly, a friendship. With permission from his clients, Wade shared the story of Michael and Marianne Carpenter and how together they made plans for the future in case of an unexpected life event.
“His (Michael’s) family is the most important thing to him-everything he does in life revolves around Marianne and the kids,” said Thomas Wade, Alliance Advisory Group Financial Representative. “We developed their financial plan with that in mind and made sure we were able to protect Mike and Marianne’s top asset-themselves.”
Marianne was also passionate about her children and after the youngest started school, she followed her dream and enrolled in the BOCES School of Nursing Program. Not long after classes started, she was diagnosed with lung cancer and forced to withdraw to focus on her treatment. Her classmates and the faculty at BOCES kept in touch with Marianne until her passing in May 2013.
Moved by the Carpenters’, Guardian Life Insurance Company of America, which Alliance Advisory Group is a part of, decided to donate $10,000 to Michael’s favorite charity. Thinking of his wife, Michael chose her scholarship fund.
The Marianne Carpenter Memorial Scholarship was established by Marianne’s family and friends to assist a parent enrolled in the Practical Nursing Program at the Erie 2-Chautauqua-Cattauraugus BOCES program in Jamestown. The scholarship is administered by the Chautauqua Region Community Foundation.
In addition to being Marianne’s dream, Michael had another special reason for establishing the fund and allocating the $10,000 donation there. “While she (Marianne) was undergoing treatment, we saw nurses every day,” he said. “They made her smile when things weren’t going well.”
To make a tax-deductible donation to Marianne’s scholarship fund, click here. For questions or more information, contact our office at (716)661-3390.