With Fall officially here, now is a great time to pause and reflect before the rush of the holidays and year-end. This season often brings fresh opportunities to revisit your financial goals, review your progress, and make adjustments that can have a meaningful impact.
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...

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