Broker Check

2023


As the year draws to a close, I want to take a moment to express my heartfelt gratitude for your trust, your friendship and our partnership. 

As we celebrate the holiday season, my team and I extend our warmest wishes to you and your loved ones. May your homes be filled with laughter, your hearts with joy, and your spirits with hope. 

As we step into 2024, we’re excited about the opportunities ahead. Our commitment to your financial success remains unwavering, and we’re here to support you every step of the way.

Thank you for being more than just clients. We appreciate your trust, and we’re honored to serve you.

Christel, Diane, Irene, Jackie and I wish you a joyful Holiday Season and a prosperous and healthy 

New Year!  

it's Our Client Christmas Raffle

He's Making a List

Checking it twice

He's gonna find out

Who's naughty or nice...

If you were nice, he placed your name on his special birth date list for a special Christmas surprise.

Lets see below if he picked your birth date.

Man standing on mountain top
I Hope He Forgot About Those "Great Tasting" Vinci Leather Shoes. 

I Hope He Forgot About Those "Great Tasting" Vinci Leather Shoes. 

I Won't Tell Him If You Don't Tell Him. Hurry!

I Won't Tell Him If You Don't Tell Him. Hurry!

You think he will see me in here?

You think he will see me in here?

Thank you to all that participated in our raffle adventure

Client Centered

Thanksgiving 2023 Client Turkey Raffle

   411730

    411734

                                                         411743

                                                         411744

                                                         411813

 

Gift cards must be claimed no later than November 15th.  Any unclaimed gift cards will be donated to charity.

Congratulations to our Turkey Raffle Winners!

2023 Cetera Investment Conference

Our Process
Our History
Our Values
Our Resources

Rob and Irene spent 3 days at the 2023 Cetera Investment Conference with 1400 other advisors and 100 client service representatives.  Rob attended back-to-back investment sessions as well as practice management workshops learning the latest financial planning software.  Irene attended special tract training for support staff.  After the early mornings to dinner time trainings, everyone enjoyed entertainment from Wayne Brady and a great concert with Train.Our first priority is helping you take care of yourself and your family. 

OCTOBER IS ADOPT-A-DOG MONTH

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.