Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 14, 2022

9:00a - 1:00p

Tax & Financial Solutions

5th Annual Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Our 4th annual shred event will be on Saturday, May 14th from 9am-1pm or until the truck fills up. We will have doughnuts, milk, juice, and coffee available.

January 15, 2022 - April 30, 2022

2:00p - 5:00p

Tax & Financial Solutions

Annual Food Drive

Join us in gathering donations to local food banks to help our community. You can drop off donations at our front desk any time we are open.

May 15, 2021

9:00a - 1:00p

Tax & Financial Solutions

Event Registration