06/10/2026
We are incredibly grateful for the trust you’ve placed in us over the past 20+ years. Thanks to your continued support, our team is growing and evolving—and we are especially proud to be welcoming and developing the next generation of strong female leaders in the financial services industry.
I’m excited to share that Nikki has been promoted to Associate Financial Advisor, and Delaney has been promoted to Client Service Coordinator. Both will continue working closely with our clients, delivering the same high level of service and support you’ve come to expect.
Please join me in congratulating Nikki and Delaney on these well-deserved accomplishments! 🎉