We are proud to welcome John Mitchell, nationally renowned economist and speaker to give us an update on the state of the economy both nationally and locally.
January 21, 2020
5:00 – 6:00pm
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.
We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.
Q4 Team Update Sarah recently celebrated her one-year milestone with our firm! She is excited to continue building relationships with our client families and team. Outside of the office, Sarah and Peter took a weekend trip to Montana to…
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January brings about an opportunity to reset and reframe the year ahead. Join us for a free financial and economic update to get 2019 off to a great start. PROVIDING FINANCIAL WISDOM, LEADERSHIP AND PLANNING IN TUMULTUOUS TIMES When: January…
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