Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

If you don't see a topic that you would like more information about, please let us know!  We are happy to customize a topic for you in a small group setting. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

December 13 - December 15, 2022

9:00a - 3:30p

Annual Giving Drive: Pathways 4 Youth

Annual Giving Drive: Pathways 4 Youth

Donation drop off at our office: December 13th - 15th between 9:00 – 3:30 We would love to enjoy some cookies and coffee or hot chocolate with you!  Pathways 4 Youth is a youth resource center for youth ages 16 through 24 experiencing or at risk of homelessness. Their services lead them on a path to grow while becoming contributing members of the community.

Event Registration