Our Next Event
Special Guest
Russell E. Towers
JD, CLU, ChFC
June 12
Upcoming Events
Membership
Renewals:
- Guy R. Buzzell, CFP®
- John W. Farmer, CFP®
- Nancy Gerseny, CFP®
- Steven J. Grasso, CFP®
- Jeffrey W. Loring, CFP®
- Malcolm A. Makin, CFP®
- Mary Clare O'Grady, CFP®
- Joseph R. Souza
New Members:
- Grant Brown, QPA, TGPC, ERPA
- Donna Sowa Allard, CFP®
Five Questions with Angela Thompson
"The adviser should always manage the portfolio to the individual client’s risk tolerance and time horizon. That is the golden rule of sound money management. You can never avoid the stock markets' turmoil – it's inherent – but you can reduce risk". Angela Thomson, CFP®
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