Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Sharing is Caring

Sharing is Caring

One thing I was taught when I was growing up, was to always leave a place better than you found it. This quote has stuck with me my entire life and now I can apply it to the investing world. You might ask how? The answer is with Socially Responsible Investing....
Pay Yourself First

Pay Yourself First

It’s that special time of year, where summer is coming to a close and the school bells are ringing. Every year, the National Center for Educational Statistics, approximates that over 4,000,000 college degrees are conferred in the United States each year. One thing a...