Broker Check


We pride ourselves in making financial expertise accessible to our clients and neighbors and enjoy giving back to our community. Please visit this page often to stay informed on our upcoming events and educational seminars. If you’re interested in attending an event, the RSVP information is included in the event detail page, or you can visit our contact page to submit an inquiry.


Upcoming Events

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

Past Events

November 12, 2019

12:00p - 2:00p

Honoring an American Hero

Sgt. Harrell is the last remaining Marine survivor of the USS Indianapolis that was sunk by Japanese submarines and kamikaze planes in July of 1945. Sgt. Harrell will tell his riveting story on how he survived four and a half days, in shark infested water with no food, water or land in sight.

November 11 - November 12, 2019

8:00a - 5:00p


Receive up to 21 free CE/HRCI/SHRM credits for Chief Financial Officers, Human Resource Professionals and Accountants.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.