Polaris Advisors

07/01/2026

Employee Spotlight!

Meet the Team Spotlight, Sarah Leer! ✨

☕ Can't start the workday without coffee.
🌍 Loves exploring new places and traveling whenever possible.
💕 Fun fact: She knew the day she met her husband that they would get married—it felt like she had already known him.
🎵 Walkout song: Sweet Child O' Mine by Guns N' Roses.
🎨 If she could instantly master one skill, it would be drawing and becoming more artistic. Creativity may not come naturally, but it's a talent she'd love to develop.

She brings so much value to our team, and we're excited to spotlight her today!

06/24/2026

Employee Spotlight!!

Meet Devon Johnson, a team member who keeps things simple: sunshine, snacks, and a positive attitude!

🧀 Workday Essential: Cheez-Its
☀️ Favorite Hobby: Walking or relaxing poolside—especially on a sunny day
🎄 Fun Fact: She was born on Christmas Day and previously lived in New York City
🎵 Walkout Song: Lose My Mind by Don Toliver & Doja Cat
⛳ Dream Skill to Master: Golf

Whether she's enjoying the outdoors, tackling challenges at work, or reaching for a box of Cheez-Its, Devon brings great energy to the Polaris Advisors team. We're grateful to have her with us!

06/16/2026

Team Member Tuesday

Meet Devon Roberson, whose energy runs on caffeine and a passion for staying active! ☕💪

Favorite hobbies include lifting and soccer. After competing in bodybuilding in 2022, the gym became a second home, and with more than 30 years in soccer, he now coaches with Eagle FC.

Fun fact: Devon is Scottish and hiked across Scotland in a kilt with family members in 2017 to raise awareness for pancreatic cancer. 🏴

Walkout song: Live is Life by Opus 🎵

If he could instantly master one skill, it would be golf—mainly to stop losing golf balls! ⛳

We're proud to have Devon's dedication, perseverance, and enthusiasm on the Polaris Advisors team!

06/08/2026

Employee Spotlight!

Meet Connor Swope, a valued member of the Polaris Advisors team!

☕ Can't-live-without workday essential: Coffee
🎣 Favorite hobbies: Hunting and fishing
⚽ Fun fact: He played soccer in college
🎵 Walkout song: Enter Sandman by Metallica
⛳ If he could instantly master one skill, it would be: Golf

Whether he's helping clients, enjoying the outdoors, or fueling up with a fresh cup of coffee, Connor brings dedication, teamwork, and a competitive spirit to everything he does.

We're proud to have him on the Polaris Advisors team!

05/14/2026

Approaches to Reduce Financial Stress and Decision Fatigue

Financial stress and constant decision-making can feel overwhelming, especially in today’s fast-paced world. Creating a clear financial plan, automating savings and bill payments, and focusing on priorities can help reduce decision fatigue and bring more peace of mind. Breaking large financial goals into smaller, manageable steps can also make progress feel more achievable. When your finances are organized and intentional, it becomes easier to make confident decisions and stay focused on what matters most.

05/12/2026

Strategies for Staying Grounded During Market Volatility

Market volatility is a normal part of investing, but staying grounded can help you make smarter financial decisions. Focus on your long-term goals, maintain a diversified portfolio, and avoid reacting emotionally to short-term market swings. Regularly reviewing your financial plan with a trusted advisor can provide clarity and confidence during uncertain times.

05/07/2026

A Mother's Day Message

We take a moment to recognize and celebrate the extraordinary women who shape our lives in countless ways. Maternal figures are the foundation of our families and communities—offering strength, love and unwavering support every day.

04/30/2026

Myth or Trend

April brings springtime optimism—and historically, that’s often carried into the stock market. While no month guarantees returns, April has a reputation as a stronger period for equities. Still, long-term focus matters more than seasonality.

04/27/2026

🚨 Breaking News! 🚨

We’re proud to announce that Polaris Advisors has been recognized as one of the 2026 NAPA Top DC Advisor Teams nationwide - representing nearly $200 million in AUM.

Here’s to continuing to deliver meaningful impact and results!

02/19/2026

Polaris Advisors has been named as 2026 Best in State Wealth Management by Forbes! We look forward to continuing impeccable service, trusted guidance, and lasting partnerships.

The Polaris Advisors Team
https://www.forbes.com/companies/polaris-advisors/

Are you ready to speak with our Financial Services Representatives about helping to safeguard your financial future? Follow the link below to let us know more about you. A Polaris Advisors team member will then be in touch shortly to schedule your complimentary meeting.