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VIDEO: Mark’s Favorite Moments

VIDEO: Mark’s Favorite Moments

  We are often asked what it is about our work that feels so special. Mark explains how he looks forward to the part in a client’s journey where they realize they can start making an impact.   ← Previous Next...
VIDEO: Wes’ Favorite Moments

VIDEO: Wes’ Favorite Moments

  As a financial advisor, I’m not only invested in your finances. I’m invested in you. These are some of the special occasions where my clients trusted me with the personal moments of their lives.   ← Previous Next...
VIDEO: Wes’ Favorite Moments

VIDEO: Mark’s Fun Conversations

  The best part of our business is the relationships that we have built with our clients. As a multi-generational firm, many of these relationships extend from one generation of clients to the next.  Since the relationships span generations, so do the laughs....
VIDEO: Wes’ Favorite Moments

VIDEO: Importance of an Emergency Fund for Business Owners

  Establishing your emergency fund should be the first step when planning out your financial strategy. Before you open a retirement account, take a step back. How much do you have saved in case something unexpected (like a global pandemic) happens? After you’ve...
VIDEO: Wes’ Favorite Moments

VIDEO: Questions Every Successful Business Owner Should Ask

  Making sure your customers and your employees are taken care of is a crucial aspect of your growing business. Mark shares a few questions every business owner should ask as their company continues to grow.   ← Previous Next...