Natalie Banasiak, Director of Client Services
Aaron Stolpen, CFA, named Director of Investment Research
We're happy to welcome Drew Phillips as Director of Operations!
We are excited to expand our Wealth Planner division with the addition of a new team member!
Welcome our newest Wealth Management Intern!
Laura Tarbox presented a session on Equity Investing in early June as part of an 8-week course for individual investors to receive unbiased information about investing, estate planning, taxes, and other crucial financial information.
In a recent article by Peter Brennan in the Orange County Business Journal, Laura Tarbox provided insight into how the firm's experience in investing, asset allocation, and client communication provided a sense of calm in a turbulent time.
Laura was recently interviewed about retirement plans during a divorce. Read what she had to say to Joseph Giannone at the Advisor Magazine.
While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.
While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.
