1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Month: January 2021

What to Expect, What to Open

Before we close out the first month of 2021, I wanted to take the time to go over a few logistical reminders, and cover a few things about what to expect when working with our team. We’ve made a few staff updates and additions, and I also want to remind you which mailers require your attention and which ones are less urgent.

Our Take on the Economic Outlook

Well, we have a new president! And given that this is day two, I’m assuming the world hasn’t ended, and that you’re not about to sell everything off and go into hiding (please, don’t!).

Your First Financial Goals: How Far Have You Come?

Do you remember the first goals you set when working with our team?

New Year, New Goals?

Believe it or not, we are done with 2020, and for those of you who don’t know, I celebrated in style by marrying my best friend on New Year’s Eve. (There might be a couple of photos on social media, if you missed it!) After our two-day honeymoon, we went back to our separate homes until our new house is ready, with plenty of room all five boys. (Yes, five!)

Scroll to top