Alea Groshek, Financial Advisor

12/01/2025

As we approach the start of a new year you can take this month to get ahead of your 2026 planning. Employer Plan and IRA contribution limits have increased for 2026.

raymondjames.com

01/30/2025

We get the question often, "Can I get rid of _____."

Shredding documents that contain sensitive information is an important part of keeping your data safe. Here is a guide to help you decide what to shred and what to keep.

raymondjames.com

12/13/2024

Our building managers put on an ugly Christmas attire party/contest, and one of us was a winner!

Can you guess who!?

Happy Holidays!
(stay tuned for answer next week)

09/30/2024

08/08/2024

How do you build a nationwide movement to create positive change? At the WLA, our mission is to attract more women into the financial advising profession, an...

07/11/2024

Wonderful Wednesday night at Tanglefoot Park for our client Summer Social! It rained during the day, but by the time we started had beautiful weather! I so enjoyed making the rounds, speaking with everyone, and meeting the family/friends in attendance.

Thanks to everyone who helped make it possible:
Soul Filled Catering (last year we fell in love with LaKisha's signature Turkey Knuckles and this year had to bring them back).

DJ Jason Gustafson for the wonderful set list (and the cleanup tunes!)

Brittney Dickey, owner of Nomad Taphouse, for serving drinks and engaging with the guests!

Michael Cansfield representing the Momentum Center for our 50/50 charity raffle and helping us raise donations

Until Next Year!

06/25/2024

A week with our new office furniture and loving it! Thank you Taylor Office Furniture!