Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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

More events are on the way! Check back soon for more information.

Past Events

Shred Day 2023

April 15, 2023

8:30a - 12:30p Central Standard Time

NEW Wall Street- Parking Lot

As always, we are committed to protecting your privacy and providing you with helpful and convenient service! Join us for coffee and pastries while you watch your papers being shredded!

Event Registration

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