2020:
Nick Defenthaler becomes partner
Peggy Hall-Davenport successfully retires at year-end
As we continue to strive for client satisfaction and growth of our client base, we successfully navigated volatile financial markets through the COVID-19 pandemic by focusing on diversified portfolio construction with suitable asset allocations
2021:
Lauren Adams and Matt Trujillo become partners
Laurie Renchik successfully retires at year-end
Keep in mind that investing always involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against a loss.