Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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

September 9, 2022

8:00a - 11:45p

Maryhill Winery - Kendall Yards

Past Events

March 11, 2021

5:30p - 6:30p

Virtual Presentation Via Zoom Video

Capital Markets Outlook Virtual Presentation with Alliance Bernstein

Ryan Garcia of Alliance Bernstein aims to focus on many concerns investors have as we move forward while the global pandemic continues, and what we may expect with economic recovery.

August 26, 2020

1:00p - 2:00p

Zoom Virtual Webinar

Investing Without Emotion: A Virtual Market Update With T. Rowe Price

When faced with unprecedented circumstances, it is important to focus on the facts, and not let feelings of fear and euphoria dictate our investment decisions.

February 20, 2020

5:30p - 7:30p

DoubleTree by Hilton

Planning for Healthcare in Retirement

Learn what it means to be prepared for healthcare in retirement from Executive Vice President of Associates of Clifton Park, Tim Ripp.

October 10 - October 11, 2019

8:00a - 1:00p

Regional Waddell & Reed Continuing Ed.

Please note, we will be out of the office Oct. 10th and 11th for continuing education. We will have limited access to email and voicemail, we will work hard to avoid any delay in response time. Thank you for understanding.

September 19, 2019

4:00p - 7:00p

Brewery Tour of Downtown Spokane

Sorry you missed this one, check back for our next Brewery tour.

September 12, 2019

6:00p - 9:00p

Washington Cracker Co. Building

Homeless Art Exhibit & Fundraiser

We are proud to be an event sponsor of the largest event of the year for Volunteers of America.

July 11, 2019

Continuing Education 2019

We had a great time in Atlanta keeping up to date on industry trends and learning how to best meet the needs of our clients.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.