Client Christmas Event 2018

Posted In: General

We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal.  Special guest Fernando Ortega, one of Christian music’s most respected composers, provided beautiful musical and holiday favorites.

Recent Posts

Stellar Earnings Lead to Stellar Gains

The past week was a good one for the markets, as the S&P 500, NASDAQ, and Russell 2000 all hit all-time highs. For the week, the S&P 500 advanced 4.6%, […]

Read More
Gather Money Little By Little? The news about GameStop and AMC Entertainment

If you’ve been watching the news, you’ve probably heard about some extreme circumstances in the stock market. Amongst these newsworthy stories, AMC Entertainment (AMC):     It is not normal to […]

Read More


Let our professional financial advisors help you achieve the legacy you desire for yourself, loved ones, and organizations. Contact Us