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Past Events

Our Process

2025 1st Annual Train Ride to Jim Thorpe.

Our History

Our Values

Beautiful views and weather for October. 

Our Resources

The Asa Packer Mansion in Jim Thorpe

2025 LPL Financial Focus Conference 

2025 LPL Financial Focus Conference 

We learned alot and got some great ideas and advice for our clients. It was a blast in San Diego CA.

Our Process

2025 Focus: The entrance to the Gaslamp District were we stayed.

Our History

2025 Focus: A few of the many bay views.

Our Values

2025 Focus: Waiting patiently for the concert to start.

Our Resources

2025 Focus: Concert with Maroon 5 

Our Process

2025 Proud Sponsor of Cars & Coffe

Our History

Kurtis working the table.

2024 Client Family Movie Event

Our History


Our Values

Jamie and Peggy goofing around. (Who do you think would win this battle?)

Our Values

2023 Client Appreciation Event at Rustic Kitchen

2023 



Our Resources


2022 Client Advocate/ Thank You Dinner at Maiolatesi Wine Cellars





April 2023 Shred Event

2023 Shred Event

We enjoyed coffee and donuts.

Our Process

June 2022 Fly-Fishing Event

Our History

Learning about the different flies to use on the rods.

Our Values

Learning how to cast.

Our Process

2021 Client Advocate Dinner at Rustic Kitchen

Our History

Jamie, Maureen, Peggy and Jim just being silly.

Our Values

Not one empty seat in the studio. 

Our Resources

Great food and a great time.