Broker Check

Share the Wealth

As we embark on our 16th year of our client appreciation lunch and dinner seminars, we are looking forward to your attendance at the upcoming events that are being planned currently. Many of our clients were first introduced to us at these events and we are grateful for the opportunity to become your investment advisor. Accordingly, Andrea and I wish to encourage you to feel free to invite any of your friends, family, or coworkers to attend future events with you. Everyone will enjoy a fine meal and an informative presentation that may benefit your portfolio. 

Please forward to Andrea any person that you would like us to invite and if you know of someone that may not be able to attend our events but may be interested in investment options, please forward their contact information and we will be in touch with them. We are looking forward to seeing you at the next event. Be sure to bring your appetite! 

- John Starke