We believe it is not only important to get to know you as a person, but that you get to know us. So we host educational seminars and social events that you and your family are always welcome to attend. We hope you will join us.
It is very important for us to connect with my clients on more than just a financial level. Getting to know and having fun is also very important. Recently I took several clients to a Chocolate Therapist! We learned the art of pairing wine with chocolate, how chocolate is made, and the important health benefits of Chocolate. It was educational and fun all wrapped up into one enjoyable evening.