10/29/2026
Some milestones take decades to earn 🏆
This October, five members of the Money Concepts family are celebrating 15, 20, and even 25 years with us. That’s a long time spent showing up for clients through every market, every life change, and every “what should we do now?” conversation.
🌟 Jim Wright, CPA – 25 Years
🌟 Isaac McCabe – 20 Years
🌟 Rajiv Iyer, JD – 20 Years
🌟 Chris Puffer – 20 Years
🌟 Beth Berkimer – 15 Years
We’re proud to stand behind you and grateful for every year you’ve chosen to build your practice with us. Here’s to many more.
👇 Drop a congratulations in the comments! 🎉