08/04/2026
A few weeks ago, our partners, Kristan Brinkley and Dustin Vaughn, traveled to Milwaukee for the 2026 Annual Meeting, where they joined some of the industry’s top professionals to learn from leading experts, exchange ideas, and explore what’s next in wealth management. 💸
From engaging discussions to valuable takeaways, they spent time learning from the best, building relationships, and bringing fresh ideas back to our team. Opportunities like this help us stay ahead, continue growing, and most importantly, multiply our momentum for our clients and community.📖
We're so grateful for leaders who invest in their professional growth and that pour into our team, empowering us to continue bringing value to your values. ✨