Broker Check

Press Room


We have several industry experts that can speak about several different topics.  You can email Kelly Andersen, our Marketing Director, at to set up an interview with one of our industry experts.

Below are some of the topics that we have given our two cents on.  If you don't see the topic you want to speak to us about, please reach out and Kelly can direct you to the appropriate team member. 


HR & Culture Development

Community Involvement

Financial Services Industry

Financial Planning

Social Media

Starting Your Own Business

Practice Development

In the News

Employees Weigh in on the Importance of Growth Opportunities

Learn how we support our employees with growth opportunities like tuition reimbursement. 

Read More

Repurposing Content: 15 Marketers Share Their Insights

Are you repurposing your content? Hear why it is such an important strategy to our team to stay relevant in such a competitive industry. 

Read More

7 Unique Employee Engagement Ideas Real Companies Are Using

Employee engagement isn't just another industry buzzword- it has a real impact on our company.  Read about our crazy employee engagement idea that worked.

Read More

23 Actionable Tips for Maintaining High Email Deliverability

Email is still one of the most reliable marketing channels.  Learn how we have maintained high email deliverability to our clients and prospected. 

Read More

Rugby Players take the 'Rugger Plunge' at Penfield Beach

We have raised over $15,000 for charities since we started the Rugger Plunge in 2012. Learn more about our community with Rugby and the Travis Manion Foundation. 

Read More

Budgeting for Summer Camp

One of our partner firm adviser's, John Caserta, visited WTNH and discussed what parents should consider when paying for camp. 

Read More

How to Invest Your First $1,000

Investing for beginners can be confusing, but one of our partner firm adviser's, Todd Murphy, explained where to start in this U.S. News article.

Read More

Smart Hiring: Useful Tech Tools for Recruiting

Branding starts with your logo. It's the thing that potential employees will see and immediately know who you are and what you are about. 

Read More

Have a Media Request?

Thank you! Oops!