Angie McCarthy

09/02/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

09/01/2026

09/01/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

08/27/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

08/26/2026

How much more can we achieve when every voice can be heard? Women’s Equality Day recognizes the progress made, the determination shown, and the possibilities created through equal opportunity.

08/25/2026

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. Join us to explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

08/24/2026

Long summer days are made for great swings and fresh challenges. From first-time players to lifelong enthusiasts, golf brings people of all ages and skill levels together on the course. Happy National Golf Month!

08/21/2026

Some of life’s best lessons come from those who have lived through it the longest. Let’s take a moment to appreciate the experience, resilience, and wisdom senior citizens share each day. Happy National Senior Citizens Day!

08/20/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.