Blog

Dear Friends and Colleagues 2020 – hmmm…. where do we start?   Undeniably, it was a year like no other. Our plans were cancelled. Our lives were changed. And despite all of the obstacles thrown in our way (homeschooling, mask-wearing warriors), we all moved forward. Think of it...

 When she started college, Kayla Walter “had no idea what a financial planner or financial advisor was.” Sure, friends and family knew that Kayla was majoring in Finance, but when she said, “I want to be a CFP®,” they often asked, “What’s that?” Fortunately, Kayla...

They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s business. Now, industry pioneers Margaret Starner and Lynne Wright are being recognized for their leadership in gender diversity...