Our commitment to the community extends beyond financial services. Please keep an eye on our calendar section for any upcoming events we host or sponsor. We will also list other events - including seminars - in this section.

Previous Events

January 1, 2017 - New Years Day
New Years Day

July 4, 2017- 4th of July
4th of July

December 25, 2017 - Christmas Day
Christmas Day


Upcoming Events

Bowling Party

Mar 26

Ready to knock some pins down? We are hosting a Bowling Party and we would love for you to join us! There will be food and beverages and it is great for children.

Open Forum

Apr 16

Do you have questions when it comes to finance? We are hosting an open forum to answer your questions about finances and what's right for you.

Golf Charity

Jul 16

Join us for our annual Golf Charity to support the Children's Hospital.

Check the background of this investment professional on FINRA's BrokerCheck.