Past Events

Client Appreciation Event

  • Santo Montalbano, Branch Manager, APMA, CRPC

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!

Cooking Class

  • Santo Montalbano, Branch Manager, CRPC, APMA
  • Ravi Talati, CIMA, Regional Director, Wells Fargo Funds and John Molinari, First Trust Portfolios

Please join us for this celebration of the culinary arts! It will be a unique cooking experience. Bon Appétit!

Golf

  • Santo Montalbano, CRPC, APMA Branch Manager
  • Mark Barausky, RVP, Invesco

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.

Wine Tasting

  • Santo Montalbano, CRPC, APMA Branch Manager
  • Rob Schlegel, Senior Regional Director Virtus Investment Partners and Travis Conlan, Regional Director Hines Securities, Inc.

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