Grateful For The Next Generation

Grateful For The Next Generation

April 04, 2024

Our 2024 Gratitude Party was a fantastic night of music, food, drinks, and fun! It was great to celebrate the past year together and to do so with Stephanie's son, Teddy, the newest member of our community! 

As a parent and business owner, nothing is more satisfying than watching your kids and team grow!

Our tagline is "Rooted in Family and Financial Well-Being," and our Gratitude Party truly embodied that sentiment. I cherish the opportunity to gather with our clients, friends, co-workers, and children. Each year, I feel new friendships forming and deeper conversations taking place among the group. It is nothing short of magical!

Thank you to everyone who was able to join us. Cheers to another year of friendship, growth, and community!