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. 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.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 7, 2019

5:00p - 7:00p

Invitation Only Happy Hour

Special thank you to the local business professionals who assisted with the launch of Optify Financial.

Event Registration

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