We want to take a moment to congratulate Amanda Vaught, who joined our firm in February. She passed her Series 65 exam in October, which makes her our newest Investment Advisor Representative on staff.

We are big believers in education both for professional staff and our clients. All of our staff have passed either a Series 65 exam (Investment Advisor Representative), the set of Series 7 and 63 exams (Broker's License) or both. We all attend countless seminars and educational opportunities, either in-person or on-line throughout the year.

CEO Bill Yocius and Senior Financial Advisor Danielle Taylor Woods will be focusing on Social Security Benefits education this month.

If you have any questions or want to know more about how we are always striving to be more effective advocates for your financial health, please contact us.