We’re thrilled to welcome Kennedy Grams as the newest addition to our team. Kennedy’s journey into financial services began in the dental field, where she managed a fast-paced office and handled daily financial operations. That experience sparked a keen interest in financial planning and money management. She later pursued a
As we ease into summer, we’re taking a moment to reflect on the meaningful ways we connected with our community this past spring. In May, our team proudly participated in the Sporting Life 10k in support of Campfire Circle, marking our fourth consecutive year supporting this incredible initiative. It’s a
We’re thrilled to welcome Kennedy Grams as the newest addition to our team. Kennedy’s journey into financial services began in the dental field, where she managed a fast-paced office and handled daily financial operations. That experience sparked a keen interest in financial planning and money management. She later pursued a
As we ease into summer, we’re taking a moment to reflect on the meaningful ways we connected with our community this past spring. In May, our team proudly participated in the Sporting Life 10k in support of Campfire Circle, marking our fourth consecutive year supporting this incredible initiative. It’s a