IN Wealth Management

05/10/2026

Motherhood is a tough job. Ever-changing, frequently exasperating, no days off, and the salary is macaroni necklaces and sticky hugs. If you’re lucky enough to have a mom who hugged, inspired and supported you, call her and say thanks!

05/08/2026

Thank you to everyone who joined us yesterday for our Open House! We truly enjoyed celebrating this exciting new chapter with our amazing clients, friends, and community.

A special thank you to our sponsors — Pacific Life, InspereX, and Horizon Investments — for helping make the event such a success.

We also want to give a big shout out to Graze by Liza for the awesome food! Everything was absolutely delicious and enjoyed by all.

We appreciate all of your support and are excited to continue serving you!

04/13/2026

Nothing is certain except death and taxes." Wise words from Mark Twain that still ring true today on Tax Day. Remember to file your taxes on time and take a deep breath - it's almost over!

04/09/2026

We’re excited to welcome the newest member of our team, Chase Demaree!

Chase joins us as a Financial Advisor, bringing a strong work ethic, fresh perspective, and a passion for helping others achieve their financial goals. We’re thrilled to have him on board and can’t wait for you to get to know him.

Join us in giving Chase a warm welcome!

04/05/2026

🌷Happy Easter from all of us!🌼

Wishing you a joyful day filled with hope, renewal, and time spent with those who matter most. May this season bring fresh beginnings, happiness, and a little extra sunshine into your life.

Thank you for being part of our community—we appreciate you today and always!

💛 Happy Easter! 💛

03/20/2026

Friday was Josh’s birthday—and wow, does he know how to party! 🎉🥳Here’s to another amazing year ahead!

03/17/2026

🍀 Happy St. Patrick’s Day! 🍀

Wishing all our amazing clients a day filled with luck, laughter, and a little extra magic! We’re so lucky to work with you. 💚

May your day be touched with Irish cheer and a pot of gold at the end of the rainbow!

03/06/2026

🌞⏰ Don’t Forget — Daylight Savings Time Starts March 8th!

It’s that time again! On Sunday, March 8th, remember to move your clocks forward one hour before you go to bed Saturday night.

We may lose an hour of sleep, but we’re gaining more daylight to enjoy! ☀️

02/18/2026

A new provision in the recently signed One Big Beautiful Bill is restoring a tax deduction for certain car buyers—but with limits.

Here’s what’s changing:
▪️ Buyers can deduct up to $10,000 in auto loan interest each year (2025–2028)
▪️ Applies only to new, U.S.-assembled light vehicles purchased for personal use
▪️ Used vehicles and leases do not qualify
▪️ The deduction is available even for those taking the standard deduction
▪️ Income caps apply: phased out above $150K (single) or $250K (joint)

This could affect an estimated 3.5 million vehicle loans this year. But the benefit won’t apply to every buyer, especially those with higher incomes or leasing preferences.


Source:

The tax and spending bill signed into law by President Trump on July 4 includes a limited tax break for car buyers.

02/14/2026

This Valentine’s Day, we’re reminded of how much we appreciate YOU! You’re the heart of everything we do. Wishing you a day filled with love and happiness! 💗

02/05/2026

Besides being diligent about checking your credit report, are there others signs you should know that can alert you to possible identity theft? Yes! Get familiar with these 10 warning signs so you’ll be prepared!
https://lifelock.norton.com/learn/identity-theft-resources/warning-signs-of-identity-theft