Industry Awards

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  • National Association of Board Certified Practices
  • Five Star Wealth Managers Award
  • Our Final Four – “Susan On Money” for March 30, 2017

    Hi Everyone,     To say that 2017 has been interesting thus far is an understatement. I have a feeling it's going to continue to be so I'm sharing our final four expectations for the balance of the year. Susan Growth We continue to expect a modest pickup in economic growth in … Read More...