Congratulations, Sue Gladson!

Join us in congratulating Sue on her career accomplishments and future endeavors today from 4:00 to 6:00 pm at 300 East Locust St, Suite 150. Sue has more than 35 years of experience in the financial industry serving in various accounting and finance support roles. We have been fortunate to have Sue's experience and professionalism and she will be missed. We wish Sue the best of luck as she transitions to the next stage of life exploring new interests and enjoying more time with her family and dog, Zeus. Congratulations Sue on your retirement!

How To Raise Financially Savvy Kids

We often hear our clients talk about how difficult it is to teach their kids about managing money. Maybe this article by Forbes can help you develop simple strategies for your children. No matter what you decide to implement, it is important to remember that parents model behaviors that children learn from, even when we think they are not paying attention.

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