Additional Videos
Our favorite Thanksgiving food
Thanksgiving is around the corner and we are already dreaming about the food. Here is what we look forward to every year.
Emily Destefani, Financial Services Assistant
Have you met Emily? She is our Financial Services Assistant. In this short video, explains her position and what she enjoys doing in her free time.
Scott Rendle CFP®, Senior Planner - Part 2
Did you know that Scott has been with our firm for 17 years and he didn’t originally plan to major in finance?
Scott Rendle, CFP®, Senior Advisor
Meet Scott Rendle, CFP®. He is our Senior Advisor and has been with our firm for 17 years. Scott describes his work responsibilities and what he is looking forward to in retirement.
Meet the Staff Bloopers
You know those Meet the Staff videos you keep seeing every month? While we looked cool and collected in the videos, there were a few funny blooper moments that were cut out. It’s safe to say our staff members are more comfortable doing finances behind the scenes.