Client Events

It was a wonderful night with our clients at our Estate Planning and Wine Tasting Event at Martin Wine Cellar ! Thank you to our guest speaker, Michele Echols Gabel of Blue Williams, LLC for informing us on steps we need to take to be prepared for the future.

We enjoyed seeing everyone at our Networking Event at the Covington Beer Garden last night! It was a great night full of information about Retirement, Saving for College, The Economy and Prioritizing Your Finances.

We had a wonderful time last weekend at our Client Appreciation Crawfish Boil!

Thank you to all our clients who attended and to our sponsors, AssetMark and JP Morgan Asset Management.

We had a lovely evening on September 15th, 2022 hosting our first ever client event as a father-daughter team at the Seiler Bar in Downtown Covington.

We enjoyed visiting with everyone who attended and want to thank our partners for a successful event!

A big thank you to Todd Marsell from AssetMark, Inc. and Eric Kless with J.P. Morgan Asset Management for providing insight on the current investment market environment.