Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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

January 23, 2020

6:00p - 8:30p

Maryville College-Bartlett Hall

Living a Tax-Free Retirement

WHAT YOU WILL LEARN • How to establish retirement goals and objectives based on your risk tolerance • Identifying the IRA Ticking Time Bomb • How to optimize your asset allocation to minimize risk of loss • Why paying off your mortgage early might be a bad idea • How to use banking strategies to become your own banker • How to use current IRS tax codes to create a tax-free retirement • How to generate predictable and reliable income for life

February 6, 2020

11:00a - 1:00p

Everett Senior Center

Senior Social (copy)

You are invited to join us for our monthly senior social at Everett Senior Center. Bring a dish to be shared during lunch and join in afterwards for games and fun.

Past Events

March 5, 2019

6:30p - 8:30p

Top of the Plaza

Emotion's Role in Investing

Your invited to attend and learn about our investment platform, emotion's role in investing, and much more.

Event Registration

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