We are excited to announce a new role for a key team member. Jack Bell is now a Wealth Advisor. He will work closely with Jeff and Landy to serve our many businesses, families, and individuals to meet their financial goals.

We are excited to announce a new role for a key team member. Katie Young, CFP®, is now a Wealth Advisor with Financial Forum. Her latest role will include preparing financial plans and working with families and individuals to achieve their financial goals.

Keeping up with the continuing spread of COVID-19 is a challenge. Sifting through different news resources can be exhausting, so we have compiled a list of some of our favorite podcasts that we have found to be informative, helpful, and accurate.