Broker Check

Podcasts

Meet Kent Thompson, CFP®- July 26, 2021

A Summertime Facelift and Your Taxes- May 27, 2021

Do They Really Care?- March 18, 2021

Black History Month and Economic Optimism - February 18, 2021

Masters, Diversification & the Election - November 18, 2020

Election 2020 and Life's Transitions - October 18, 2020

Election Webinar, Teach Appreciation and More - September 9, 2020

Q1 vs Q3 Reviews, RegBi and More - August 3, 2020

Firm Reopen and Industry Terminology - May 19, 2020

Cares Act and More - April 30, 2020

Fast Forward to March 2023 - March 27, 2020

NCAA Predictions and Interview with Devin Butler - March 11, 2020

SECURE Act and Upcoming Events - February 12, 2020

Exciting Life Changes & Year End Planning - November 11, 2019

July 4th, Team Retreat and Client Appreciation - July 25, 2019

2019 Mid- Year Review - June 17, 2019

ACC Tournament & Market Update - March 06, 2019

Happy New Year - January, 09, 2019

Catch Up with Will and Trevor - October 17, 2018

Current Happenings - May 21, 2018