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

August 4, 2020

11:30a - 1:00p

Bleu Restaurant & Lounge

Ladies Lunch

Join us for lunch and presentation by Jake Anderson from Franklin Templeton about behavioral finance.

August 13, 2020

8:30a - 11:00a


Eggs & Economics

Join us for breakfast and market insights with Dave Jensen from MFS.

September 30, 2020

8:30a - 10:30a

The Rock Garden

Economic Update (Breakfast)

Join us for breakfast and market update with Dave Hreha from American Funds.

Event Registration

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