08/13/2026
Back home from LPL Financial's Focus conference in San Diego, grateful for a few days to learn, recharge, and be reminded of what we love about this work.
Highlights include new services from LPL's leadership aimed at serving our clients even better, market insights for 2026, and a great reminder that self-awareness and staying present are at the heart of real trust.
Jesse Cole, owner of the Savannah Bananas, brought the laughs with a message that stuck: eliminate friction, entertain always, engage deeply, empower action. Carrie Underwood closed things out live a special way to end it.
It was a memorable experience. Home now, with fresh ideas and good reminders of the values we already hold close. Our goal stays the same, serve our clients at our very best.