Our Stories

Michelle Jackson’s Legacy of Philanthropy

The core of financial planning is preparing for the future. While that includes making a plan and sticking to it, it also means responding to changes — and that’s why, after rising through the ranks of the financial services industry, Michelle Jackson decided that a step backward was…

Time Management for the Holiday Hustle

The holiday season: a whirlwind of parties, endless to-do lists and everyone needing everything yesterday. If you’re drowning in deadlines, here are five quick time management tips to help you breathe — and hopefully enjoy the season. 1. The Four D’s: Do, Delegate, Defer and Delete When it…

The Gift of Generosity

While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection: year-end charitable giving. For many, this time of year brings a unique opportunity to make a lasting impact…