Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list

Upcoming Events

April 30, 2020 - December 31, 2025

8:00a - 8:00a

Any of our offices

October 12, 2023

11:00a - 12:00p


In The Room With Dr. Jeremy Siegel

You’re invited to an exclusive conversation with Jeremy Siegel, professor, writer, Senior Economist with Wisdom Tree, and renowned expert on the economy and financial markets. Siegel’s research on the superior value of stocks revolutionized investing 30 years ago and has made him a legend for his investment philosophy and advice today.

Past Events

September 1 - September 27, 2023

10:45a - 11:45p


Boys and Girls Club's “Believe in Arizona Kids – Presented by State Farm & Arizona Cardinals”

Help us support our local Boys and Girls Club by purchasing a raffle ticket, and in turn, you will be entered in a drawing for a 2023 Toyota Highlander! All raffle ticket proceeds will go to the Boys and Girls Club to allow them to continue their mission of providing a safe, positive, and inclusive environment for all. 

Event Registration