Broker Check

June 2020 Newsletter

Our Partial Open, New Normal...

While many will prefer to meet remotely for a good while, meetings or paperwork drop-offs can be arranged by appointment. If you do stop by, please expect the following:

Social Distancing

We are keeping the social distance protocol for both in-person meetings with clients and interaction between staff members in the office.

Wearing Masks

Clients who prefer wearing masks during appointments are encouraged to do so, and we will also wear them if preferred.

Dedicated Client Space

We have dedicated the front office area for meetings and to drop off paperwork. This area will be sanitized between each interaction.


Our restrooms, like many public restrooms, are closed during visits.


Our team has been asked to work from home if they present any symptoms or may have been exposed to COVID-19 through recent travel or association. We also ask that clients in similar situations refrain from coming to the office for two weeks following possible exposure.

Remote Meetings

Rescheduling to remote meetings will be fully respected for any reason including a lack of comfort with any of the guidelines previously mentioned.

Thanks to All Who Helped Make Our "Cultivating Happiness & Resilience" Webinar a Success!

Thanks to All Who Helped Make Our "Cultivating Happiness & Resilience" Webinar a Success!

If you missed our June 12th community support webinar or would like a refresher, click the link below to view national expert Ken Haman's Five Simple Ways to manage stress or anxiety in times of change.

Mark Your Calendars For Our Next Webinar...

Mark Your Calendars For Our Next Webinar...

This virtual event on the evening of July 16th will cover both the big picture of long-term financial market outlook as well as the big-picture of the LC-Valley landscape via custom photography. Stay tuned for more details to follow!


“A wise person should have money in their head, but not in their heart.” Jonathan Swift

“If your ship doesn’t come in, swim out to meet it! “ Jonathan Winters

“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin

"Financial peace is living on less than you make, so you can give back and invest. You can't win until you do this." Dave Ramsey

Waddell & Reed is not affiliated with any other entities referenced.  (06/20)