Team Member Updates


Misty Tanner officially joined the team this past Monday!  She will be joining Karie to help deliver the best service possible to our clients.  She has 15+ years of experience in professional environments and will be a huge help to the team.  Feel free to welcome her the next time you are in the office!

Dan Johnson, who joined the team in July, passed his first (of many...) professional exams.  He is now a FINRA Series 7 licensed financial advisor.  That is the good news!  The not as fun news for Dan is that he immediately began studying and learning for his next exam, which will be the Series 66.  Also, Dan has enrolled in a Financial Planning Certificate course which will satisfy his education requirements as he works to achieve the CERTIFIED FINANCIAL PLANNER™ designation sometime in 2018.  



Adam Colby successfully completed the education requirements and passed the certification exam to become a Certified Investment Management Analyst CIMA®.  Adam has now begun the education requirements to take on more of the branch-level supervisory responsibilities.  He will be taking that exam sometime later this year.  

As always, there is lots going on in the office. All of these things we work for, we do to improve our abilities to better serve you and help you achieve your financial planning goals