Service Updates

Our Service & Experience Enhancement Project is Complete

With your help, we were able to complete our service and experience enhancement project a couple of weeks ago and fully transition to our new investment management platform. 

During our annual Advisor’s Summit at the office in Kansas City, our advisors had the opportunity to connect with Head of Sales, Kevin Thornton, CFP® and Chief Investment Officer, Ben Sullivan, CFA®, CFP® from AE Wealth Management. This roundtable discussion provided a great opportunity for us to interact with their team and gain some insights into their shared philosophies when it comes to working with our wonderful clients.

We are currently working on getting them out to present an ‘End of Year Market Update’ here at our office in December. Stay tuned for details on that!

Pictured from left to right are: Chirho Garcia, Chris Cordova, Sean Lee, Ben Sullivan, Kevin Thornton, Jeff Currie, and Cheryl Battung.