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.

Upcoming Events

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

Past Events

April 17, 2021

10:00a - 2:00p

Behind Aquaventure

Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along! We will also have food trucks from Skylight Inn, Bill's Hot Dogs and Gwendy's Goodies. Each client will get a $10 food voucher. Please bring family and friends only clients will receive the $10 volcher, but they can shred for free.; Hope to see you there.

January 28, 2021

6:00p - 6:30p


State of the Markets

Join us as we analyze how the pandemic, politics, and shifting economics are creating new winners and losers in the capital markets. We encourage you to bring family and friends who want fresh perspectives on the markets and economy. Simply forward this link to anyone that wants to join!

Event Registration