October 19, 2020
Click the image or link to download the 2020 Financial Planning Newsletter
2020 Financial Planning Newsletter
Click the image or link to download the 2020 Financial Planning Newsletter
Related Research & Insights
Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.
We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.