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Thanksgiving greetings! May your day and your festivities be filled with gratitude and love.
Extending thanks and praise to all veterans and their families. Happy Veterans Day!
Meet Brandon! It has been over a year since Brandon joined us as a Senior Financial Associate, and we couldn't be happier. He brings a unique blend of skills, interests, and a fresh perspective to help round out the team. If you happen to call the office after hours, you might still reach Brandon, working late or studying for his Certified Financial Planner (CFP) certification. Out of the office, Brandon spends his time on the golf course, perfecting his swing and enjoying the great outdoors. Golf isn't just a game for him; it's a metaphor for the way he approaches life – with focus, discipline, and drive.