August 2016

Summer is already coming to a close and we are wrapping things up with one of our largest ever client appreciation events to date.  Friday August 26, 2016 we are hosting over 1,200 guests at the Lake County Captains stadium.  Not only one of our largest but according to the clients a favorite family fun event!

Earlier this summer we hosted our annual golfTim Groves Charity Golf outing and with an attendance of 120 golfers we raised $9,000.00 for local charities including; Mentor Rotary Bone Marrow Matching Program, The Ronald McDonald House of Cleveland, Crossroads, Magnolia Clubhouse, Hospice of Western Reserve and Big Brothers Big Sisters.

August kept us ‘rolling’ with the Annual Wings & Wheels Car and Airplane Show.  We had over 180 cars and 28 planes registered w&wat the event.  The weather was perfect and the attendance and excitement were high with DJ Ryno and our Pin-Up Girl both keeping the energy ‘flying’!  If you missed this event it is sure to be one you want to put on your calendar for next summer.
It is a free event for all participants and attendees.  Each year we are graciously hosted at the Classic Jet Center on Lost Nation Road.

Among all of the fun summer activities we remain steadfast and hard at work.  Some highlights of our staff achievements are; Nancy Williams has passed the 4th module of her CFP licensing process.  Huge congratulations to Nancy on this major step forward.

Deanna Kochensparger has earned her series 7 license and is now a Registered Sales Assistant.   And lastly, Becky Mullenax has earned her Registered Para Planner license.

Lastly, Financial Advisor, Nik Wearsch in May earned his CERTIFIED FINANCIAL PLANNER,  CFP® designation.  Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.  We enthusiastically congratulate Nik on his designation and continuing to set a high standard of excellence.

Needless to say we are extremely proud of all of our staff and pride ourselves on always focusing on lifelong learning, bringing you the best possible team around.  Watch for more designations and licensing to be earned and announced in the coming future!

*All entities featured are independent of Raymond James.