Upcoming Events

Past Events

Client Appreciation Event

Robert Rindels & Bradley Shelman

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

Client Appreciation Event

Robert Rindels & Bradley Shelman

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

Baseball

Robert Rindels & Bradley Shelman

Please join us for a day at the ballpark! We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game from our reserved seats.

Columbia Funds: David Pezzella. Legg Mason: Steve Doherty, & Principal Funds: Kelsey Meighan

Fine Dining

Robert Rindels & Bradley Shelman

Please join us for a private dining experience. Our evening will start in a private dining room where we will enjoy our meal course by course. Bon Appétit!

James Rowlette- First Trust