Upcoming Events

Past Events

Client Appreciation Event

Bradley Shelman & Robert Rindels

We want to celebrate our clients! Please join us as we thank you for your continued support. Enjoy this special event in honor of you!

BlackRock: Dave Shimokawa

Wine Tasting

Bradley Shelman & Robert Rindels

Please join us for a wine tasting experience in a private setting. Cheers!

PGIM Investments: Patrick McConnell

Come Celebrate Your Birthday

Brad Shelman, Financial Advisor, Robert Rindels, Financial Advisor, Shea Thompson, Jerilee Ramos and Angie Gast

We will be celebrating September & October Birthdays on Thursday, September 26th, 2019 from 10:00-11:00am here at our office. Beverage/s and cake will be provided, please join us to celebrate your special day and feel free to bring a friend.

Client Appreciation Event

Bradley Shelman & Robert Rindels

We want to celebrate our clients! Please join us as we thank you for your continued support. Enjoy this special event in honor of you!

MFS: Ross Haeberle

Getting to Know the Basics

Steve Doherty , Vice President | Regional Director - Legg Mason

Bradley Shelman

Looking to get on track with your finances? Need some ideas on where to start? This complimentary session will:

  • Cover the essentials of budgeting, managing debt and credit, investing and saving
  • Provide actionable tips that can help you develop good financial habits for the future
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.