Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


State of the Markets + Wine & apps!

March 6, 2018 6:00p - 8:30p Central Standard Time

Join us at we look at what made the markets move in 2017 and what we might be able to anticipate for 2018. This is an informative presentation delivered by our team to our clients. We will also enjoy some delicious wine and apps during this event!


Wine & Trivia Night!

April 17, 2018 6:00p - 9:00p Central Standard Time

This will be our 3rd year doing this and it is A LOT of fun! Bring your thinking caps and get ready for trivia, pub-poll style! We will have the usual delicious refreshments, fun music and a professional trivia company for this popular Client Event!


Food Truck Lunch!

May 17, 2018 11:30a - 1:30p Central Standard Time

Food Trucks at our office building! Come one come all and enjoy some yummy lunch items during your lunch break! We will provide water, sodas and a dessert item. Bring cash and an appetite!


Craft Beer Tasting @ AERO PLAINS BREWING

June 13, 2018 6:00p - 9:00p Central Standard Time

Aero Plains Brewing

The lovely folks at Aero Plains Brewing will welcome us on the evening of June 13th for beer tasting and yummy local treats. If you haven't visited this unique hometown brewer yet, take this opportunity and join us for this crafty off-site Client Event.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.