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Thoughts and Insight to Help You Make the Most of Life

Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.

Our Recent Posts

Celebrating Marta Shen’s Remarkable Career

Q3 Market Commentary: Attachments

Planting Financial Trees: Account Types That Help Build Generational Wealth

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Our team stands ready to act as a driving force to keep your personal and financial goals moving forward. If you have any questions, we invite you to contact us today.

May 2019 – Investing In Our Communities

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December 17, 2018 – Eli Creekmore branch of Childhaven

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September 14, 2018 – United Way Day of Caring

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August 9, 2018 – Annual Charity Invitational Golf tournament

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March 23, 2018 – Kindering’s 24th Auction Gala

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December 21 – WestSide Baby & Childhaven

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October 19 – Athletes for Kids

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September 15 – United Way Day of Caring

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June 2 – Kindering

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