Broker Check

Noteworthy news

Stacey Woerhle was recently profiled by Think Advisor, check it out here.

Check out this article from Forbes featuring Wendy Baum.

Tammy Butts was interviewed by Barons about retirement discussions you need to have with your spouse.

Click the button below to register for our upcoming events.

Had a great time at our Equitable Women’s Empowerment workshop yesterday! Great opportunity to network with successful women and our team of financial professionals led a great interactive discussion addressing the unique financial challenges women face and opportunities for planning to address them.

What a great time with this successful team of ladies! Our team loves the opportunity to empower women by not only educating and leading discussions on key financial topics and strategies but also by facilitating networking and promoting the businesses of all attendees. Visit our website devoted to women for more photos from our Women’s Workshops, articles on topics impacting women and other tools and resources.