A Message from Jennifer...

Our physical office location is open Monday through Friday from 8 am to 5 pm and is following all health department protocols.

We encourage our client appointments to be via Zoom or phone but can accommodate in-person appointments. Anyone coming into the office will need to call first from the parking lot as we do limit the number of people in the building, and we ask that the hand sanitization station outside the door be used before coming in. We also ask that anyone not feeling well or that has had potential exposure to not enter.

Our biggest priority has been and will continue to be, making sure we take care of your needs in a safe environment. We know this has been a trying time for so many in our community and world, but please know that we are always here and available to help you in any way we can.


Join us for our
Halftime Report
presentation where we will cover market insights on what you can expect in the economy, policy, stocks, and bonds for the rest of 2021

Visit our Events tab for more information and to register for this comprehensive presentation on the markets and the global economy - and the opportunities and challenges that may lie ahead.