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Julie Summa Former Director of Marketing & Communications

by Julie Summa Former Director of Marketing & Communications | January 9, 2023

I thought I was going to retire in 2017. God had different plans. I was nearing the end of my...

by Julie Summa Former Director of Marketing & Communications | May 16, 2022

My husband and I have known David for over 25 years as he was my mother-in-law’s financial planner...

by Julie Summa Former Director of Marketing & Communications | March 31, 2021

My husband and I have had the privilege of knowing Johnne for over 20 years, including an...

by Julie Summa Former Director of Marketing & Communications | July 19, 2020

Sometimes scanning a whole string of credentials behind a financial advisor’s name can be puzzling....