We hope to provide unique learning opportunities that help our clients better understand aspects of their financial plan. In addition, we hold a number of client appreciation events that highlight the strong, personal relationships we aim to build with each and every client.

We hope to see you at an event soon!


2018 Birthday Lunches at North Star American Bistro, 11:30 am - 1:00 pm

Friday Mar 2nd

Friday April 20th

Friday June 15th

Friday August 17th

Friday October 5th

Friday November 16th

"Birthday Fest" Happy Hour 4-7pm - Location TBA

Tues. July 17th