As our company has grown and evolved over the last few years, we’ve moved further away from the image originally projected on our website. Even prior to COVID (when it became much more commonplace), we were becoming a more casual environment, as so many of our clients don’t come from a suit and tie background. It’s been years since anyone here has worn a suit on a daily basis (David still likes to get “all dressed up” as he calls it on occasion), yet the image we were selling was exactly that. We want to be known as a financial services team that is the best of the best, in an approachable, family-like way.

Though our industry standard tends to run very traditionalist across the board, we take a more laid-back approach to better make the intimidating topic of investments, retirement, and managing wealth easier to understand. We have an amazing team all around and want to put their faces out front as well! Plus, Jolene (our office dog) helps to bring that “at home” feel to the office.

Later this summer, we will launch a completely new website that fits our team to a tee. It will be much easier to navigate, stripped down to the essentials, mobile-friendly, and full of beautiful photography to showcase our team members as their true selves. Our philosophy of Retire While You Work® will be at the forefront, as always. And you can be sure Jolene will be showcased as the true queen that she is ????

We can’t wait for you to see what we’ve been working so hard on, so here’s a sneak peek!