Welcoming the New Season with Exciting News

We hope everyone had a fantastic summer filled with joyful moments and lasting memories. As the season begins to shift, we embrace the beauty of change. It brings fresh energy and the promise of new beginnings.

 

Speaking of change, we are thrilled to share that our son Cody has just opened a new branch office in Milford, PA! He now resides there with his wonderful wife Heather, their daughter Grace and their newly adopted son Connor- such a beautiful addition to the family.

 

With offices now in Florida, Pennsylvania and New York, we're better positioned than ever to serve our clients with greater reach and personalized care. Here's to new chapters and continued growth.

 

As always, if you have any questions or there have been any changes in your life, whether financially or with family, please don't hesitate to reach out to us.

 

All the best

 

Renee