Reception Area
Welcome in. Our office administrator Donette will get you checked in for our meeting.
Waiting Area
Arrived early? Feel free to take a seat and enjoy a beverage and snack while you wait.
Work Area
A quick peek behind the scenes. Here is where the hard work happens.
Private Meeting Rooms
Our meeting rooms are perfect for small groups such as individuals or couples.
Schedule an in-person office meeting to:
- Review your Portfolio
- Preview the Client Portal
- Learn about Financial Planning Tools
- And more!
Each room is equipped with a whiteboard, screen, and plug & play meeting equipment if needed. Feel free to bring your computer and connect to our WiFi to experience our latest tech.
Large Conference Room
Need more space? Our large conference room is perfect for hosting groups of four or more.
This may include:
- Additional Family Member
- Business Owners and Employees
- Retirement Plan Participants
- Seminar Attendees
This room is equipped with a whiteboard, large format Screens, and plug & play meeting equipment to ensure smooth presentations.