Latest News

Zach gives us a little insight into the current labor shortage.

Kevin gives us a brief Fall update on the markets

Check out the progress on our new office in Saint Louis!

Scott speaks about Bitcoin and breaks down what cryptocurrencies are.

Kevin was chosen to speak to advisors from all across the country at the National Conference!

Kevin is a member of the advisory board of the Financial Services Institute.  This group meets to discuss industry trends, ideas and regulations that impact the financial industry.  This group represents leading offices from across the country that are paving the way for future investors and they have a strong commitment to protecting and helping the financial well-being of all Americans.

Recently Zach Daniels attended Investacorp’s President’s Council in Clearwater Florida. (Pictured here is Patrick Farrell, the President and CEO of Investacorp.) The President’s Council meets twice a year to discuss and shape the future of Investacorp’s forward looking financial initiatives, software development, best practices and industry changes. Go Zach!

Scott Kearns was recently chosen out of over 4500 advisors to meet with a few offices to discuss future generations in the financial services industry. This forward looking “think-tank” group was selected to meet with industry leaders to develop and shape the future of digital and financial technology for the future. Scott was able to meet directly with the Presidents of Ladenburg Thalman, Investacorp and Ladenburg Asset Management. Good job Scott!

Carter & Coby are back for another quick tour of the Northeast office!