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Welcome to our blog! Besides being financial services professionals and taking care of our clients every day, our team is also very involved in the community and passions of their own! To name a few, Tori is a yoga instructor, Alex is a baseball coach, and Brandon loves cars and traveling! Read our blog for our thoughts on all things finance, in addition to what we're up to within the community and the goings on in our lives outside of our every day work with our dear clients!

Tuesday, December 10, 2019

Alex and I had so much fun at our client appreciation holiday party on Saturday! It's really nice to see clients outside of a meeting. We had a chance to relax and enjoying each other's company, delicious food, and drinks. But I think...