After having to skip last year's client holiday event, we're very happy to announce that we're back on for this year!!
Whether you've been working with our team for nearly a decade or just a few months, we would like to show our appreciation for you, for the trust you place in our team, and for your dedication to working toward achieving your most important goals.

Kick off this holiday season with a chance to discuss strategies for the New Year with your trusted financial advisor over tacos!

We'll have a taco truck, beverages, dessert, and games!

RSVP to save your spot. Clients and their families are welcome.
There are limited spaces available, so please RSVP if you'd like to attend!

This event has been funded in part by Athene.