My First Golf Outing

A little over a month ago, I went on vacation with Wendy and two good friends. We had a great time! It is always good to unwind with folks you enjoy spending time with. As part of this, I was asked to join my friends at a golf outing. It was my very first time playing...

Don’t Let Adversity Mask Opportunity and Our Fourth Client Story

In advance of our fourth client story, I wanted to comment about the current investment climate. This has undoubtedly been a very difficult environment for everyone. Having a more conservative allocation than the stock market and having a well-diversified portfolio...

Introducing our newest team member, Tyler Cetrulo

In advance of our third client story, I wanted to introduce our newest team member, Tyler Cetrulo. Tyler has worked in multiple leadership positions within Corporate Revenue and Corporate Accounting for the past five years, managing teams composed of very different...