Broker Check

Client Events

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.