This year, as you enjoy a fine meal with family or friends, we hope you have a wonderful holiday. Hug your family; value your friends; enjoy fine food; and cheer on your favorite team.
To keep up with our growth and success, we decided it was time to add more talent to our team. We are excited to introduce our newest team member, Andrew Pallas. He joined our firm on October 31, 2022.
There are no words we can say, no gift we can give, that could ever repay our personal debt to those who served. But with every word of kindness, every act of service, and every expression of gratitude, we can at least make up that debt a little.
Updating beneficiaries isn’t the fun part of financial planning, but it’s critical to making sure your loved ones are protected and your money goes where you want.