It has been an eventful first quarter of the year. When we started 2023, expectations were for a recession in fairly short order, for markets to continue to tank, and for the news to remain bad. Instead, we end the quarter in a much better place than we started. Economic growth is significantly positive. Markets are up, with the Nasdaq now in a new bull market. And while there have been significant negative events—the banking crisis comes to mind—the actual effects we are seeing from those events simply are not that bad.
Client Relationship Specialist
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Wealth Advisor
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal