Celebrated one of my fav's 60th birthday this weekend! When I came into the financial services industry her parents were clients, now 19 years later I call her family. She has...
Last month in October I had the privileged of joining First Trust Portfolios in Nashville for a jammed a packed schedule of events. We heard from their chief investment officers on...
I can not believe Rivercrest Financial has reached the 5 year mark. Come celebrate with me as I share my gratitude for those that have been part of my story.
I recently joined the College Club of Niagara Falls. A local organization that was originally founded in the 1920s by women supporting women who wanted to pursue a college degree...
This week we hosted breakfast/lunch/dinner at Pendleton Creek Golf Club for clients and invited guest. Updating them on the markets, timely ideas and topics pertaining to the...
Thank you for those that joined us at WineFlation! Hopefully you gained some knowledge of our current inflationary environment along with some cost effective ideas for your next...
A recap of 2022 and what's to come for 2023 for Rivercrest Clients
It's hard to believe it's 2022! Well 2021 sure brought some challenges to us all but certainly another year to count your blessings. I couldn't be more grateful for my clients and...
This past holiday I was blessed to be able to spend some time in Villa Park IL with my sister and lovely niece Francesa (also pictured our mom, dad, her husband and their 2 Boston...
