Susan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment AssociateSusan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment Associate
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One-quarter of U.S. parents don’t think they’ve done a good job preparing their kids to manage money. Help put an end to that trend. Let's connect today to learn about our financial empowerment resources.
Just like this kayak trip, managing your wealth is all about balance, strategy, and maybe a little bit of volatility! Whether it’s dodging rocks in a river or navigating market shifts, we're here to keep your financial journey smooth and on course. Remember, the best investment you can make is in a life well-lived. Let’s make those financial dreams a reality – without any paddles up a certain creek! ??
Smiling faces from our last seminar of the season! Join us in the fall for another fun event. What topic do you want to hear about at our next event? #Medicare #Investments #SocialSecurity #WealthPlan