2022, A Year for the History Books

By Doug Gjerde MBA, CFP®, CEPA – Managing Partner, Wealth Advisor 2022 was a monumental year for us as we celebrated 30 years of success and relationships! It was a pleasure to see so many of you at the Green Bay Botanical Garden, along with our former colleagues! We enjoyed some fant …

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Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

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