Juliet Maloff
 
    
    
  
  Jeff Knauss gives because “it’s the right thing to do—period.” He strives to continue making a bigger impact in our community by contributing to its greater good.
 
    
    
  
  Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.
 
    
    
  
  Last month’s Juneteenth parade, a city-wide expression of pride, brought together the Black community in a display of cultural recognition and social dialogue. Without the phenomenal work of Juneteenth Inc., the festival would not have touched as many hearts as it did.
 
    
    
  
  Escucha a Marie Norkett, CFP®, Asesora Patrimonial del Grupo Asesor SageView, cómo "hace la pregunta".
 
    
    
  
  Lisa Dunn Alford, Executive Director, ACR Health and Martin A. Schwab, Trusts and Estates Tax Attorney, Bond, Schoeneck & King appointed to serve their first three-year term on our Board of Directors.
 
    
    
  
  In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
 
     
     
    