National Ice Cream Month Celebration

Thanks to all of our clients who came out to help us celebrate National Ice Cream month!

Here's Sandy, Melani, Carol, Samantha and Erin having a little fun at the event.

Congratulations Melani!

We are pleased to announce that Melani has earned her Registered Paraplanner^SM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERS^TM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.

2017 TD Ameritrade LINC Conference

Carol, Sandy and Samantha attended the 2017 TD Ameritrade National LINC Conference in San Diego last week. This conference is a great opportunity to stay up to date on the latest industry trends as well as network with their peers, industry experts and technology partners. The information that they take away from the conference helps them continue to expand their knowledge and better service their clients needs.

Congratulations Samantha!

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.