10/16/2026
Great conversations happen when good people gather around the table. We are grateful to Gretchen Laundon of Fidelity and Dev Shah of Blackrock for helping Patti Puckett bring together a small group of our Douglasville clients for dinner at Gabe's in Villa Rica. The evening was filled with thoughtful discussion and meaningful connection. Financial literacy was at the center of it all, and the shared insights made the night especially worthwhile. We also want to thank the clients who joined us and made the conversation so engaging. Nights like this remind us how valuable it is to learn together. We appreciate everyone who helped make it such a memorable evening.