Welcome Mackenzie Blakeslee!

We are delighted to announce the hiring of Mackenzie Blakeslee for the position of Paraplanner in our Manhattan office. Mackenzie holds a B.S. in Family Studies and Human Services from KSU. She’s currently studying for her Master’s degree in Personal Financial Planning and plans to sit for the CFP® exam in the fall of 2020.

Mackenzie’s goal is “to take care of clients like I would my own family.”
Be sure to say “hello” next time you stop by!

 

Remodel and Open House

We held an Open House in Manhattan on June 25, 2019 to celebrate the remodel of our lower level to accommodate increasing staffing needs. The Financial Planning and Retirement Plan teams are settling in with Investment Management and Marketing, who have occupied the lower level for several years. It was wonderful to see many familiar faces as well as meet new acquaintances when we unveiled the remodeled lower level on June 25. If you weren’t able to make it, we encourage you to drop in for a visit and tour!