Financial Clarity by Design

10/03/2026

We are so proud of Melanie Kunze for the work that she does with our clients and within our industry! She has taken on leadership opportunities within NAIFA and her dedication to advocacy and protecting consumer interests have helped her earn this prestigious award. Congratulations Melanie and thank you for your leadership and dedication!

Congratulations to NAIFA’s 2026 4 Under 40 Award winners: Blake Gillies, MBA, LUTCF, Thomas “Tommy” Krawczyk, FSCP, Melanie Kunze, CFP, and Derek True, DIA, DHP! These outstanding young financial professionals are making an impact through their work with clients, leadership within NAIFA, and commitment to advocacy and the profession. We look forward to celebrating their accomplishments at the Belong Awards Celebration on November 9 in Las Vegas.

https://hubs.ly/Q04yZs360

10/01/2026

Happy October! This month, we would like to bring attention to and share some tips to keep you safe.

With how often cyber-attacks occur, it's best to take preventative measures to reduce your risk. Follow these simple tips to keep your information safe, and your devices secure!

09/23/2026

Please join us in welcoming Ashley Stroetz to the team! Ashley brings more than 10 years of experience working with and supporting small businesses.
We're excited to have her on board and look forward to all the knowledge, experience and support she'll bring to our clients.

09/11/2026

Rebecca and Melanie attended an Investment Mastery workshop to learn about new advancements, tools, and resources available to us, while also sharing best practices and learning from other advisors. Melanie had the opportunity to speak on a panel at AssetMark’s workshop, alongside another respected advisor in the industry.

We’re grateful for opportunities like this to connect with others in our industry, exchange ideas, and continue finding better ways to serve our clients. 📈

09/07/2026

This month, we would like to bring attention to ransomware and how to stay protected against it! Ransomware can infect your device in many ways, so it's very important to take caution against it. Remember to always use caution online, especially if something doesn't feel right!

09/03/2026

We will be closed on Monday, September 7th in observance of Labor Day. Thank you to every hand that builds, creates, teaches, heals, and serves! 😊

09/01/2026

September is life insurance awareness month!

Life insurance is a great way to help protect the people who matter most. Whether it's replacing income, covering final expenses, paying off debt, or helping with future goals like education, having the right coverage can provide valuable financial security.

If it's been a while since you've reviewed your coverage or if you haven't explored your options, now is a great time to start the conversation! A little planning today can make a big difference in the future.

09/01/2026

As Amber and Colten head back to school and start classes next week, we want to give them a big thank you for spending the summer with our team!

We’ve loved having them in the office, watching them learn, grow, ask great questions, and jump in wherever they could. We’re proud of everything they accomplished this summer and excited to see what’s ahead for both of them!

🎓 A Summer Well Spent!

08/27/2026

🌏 Learning from the best around the world!

Rebecca is currently in Australia attending the global MDRT Conference, a professional organization that brings together some of the top professionals in our industry from around the world.

This is an amazing opportunity to learn, share ideas, and gain new perspectives from professionals who are finding success in different markets and environments.

We’re excited for her to bring those insights back to our office so we can continue to grow, improve, and find even better ways to serve our clients!

08/26/2026

We’re excited to congratulate Mason and Colten on two great achievements!

👏 Mason passed his SIE Exam, an important milestone on his path toward becoming securities licensed and continuing his journey to becoming a financial advisor. We’re proud of the hard work he’s putting into building his career!

👏 Colten passed his Life Insurance Exam during his time as an intern with us. We're excited to celebrate this accomplishment and the initiative he’s shown in learning and growing during his internship!

Congratulations, Mason and Colten! Keep up the great work!!