Safeguard Series – Part II This is the second in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Prevent …
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This month’s spotlight is on Client Relationship Associate, Charlie Bruckman. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? As a Client Relationship Associate, I work with clients and the advisors I support, Jessie and Jason. My goal is …
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Prevent Identity Theft Create an Online Social Security Account With your social security number and other personal information, a criminal can sign-up for social security benefits in your name and have the benefits sent to them. Here is what to do: If you are 62 years-of-age or older and have not created your online social …
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This month’s spotlight is on Stan Seybold, our Marketing Director. What makes working in marketing and communications so exciting? No two days are ever the same! One day might involve planning an upcoming client event, while the next is spent refining our website’s SEO to enhance its visibility and credibility within the community. Keeping our …
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UM-Flint’s School of Management names Sherri Stephens as 2025 Outstanding Alumni Award recipient Sherri Stephens’ journey began in Flint, as the eldest of six children raised by two devoted educators. Her parents were her first mentors, instilling in her the values of education, integrity and service to others. Those values would guide her through a …
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This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
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Thank you to all the clients and community members who joined us in celebrating International Women’s Day at The Cork on March 10th. We had a blast engaging with long term clients and all the new women we met. The evening included: Amazing financial advice for women by women. We will share this advice on …
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This month’s spotlight is on Bernadette Rainear. Bernadette is a Senior Client Relationship Associate & 401(k) Program Manager. Can you explain what you do at the firm? What do you do in each key role (401(k) and Client Service) and what about it do you enjoy most? I have two primary areas of responsibility at …
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We are well into the year of Financial Planning and working with clients to gather the information needed to have a more complete, and therefore more accurate, financial plan. One area where clients generally struggle is in determining the amount they spend each month. For many clients we’ve met this year, the answer is I …
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Listen as Jill Carr, our Director of Financial Planning, provides an overview of various charitable giving vehicles and how they work. She highlights which options align best with specific financial goals or situations, along with key considerations for tax deductions, income beneficiaries, death benefits, and other important information. Click here to listen to Jill and …
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