06/08/2026
Nolan and Luke recently attended the Wealth Elite Symposium in Washington, DC, presented by Advisors Excel. The event brought together financial professionals from across the country to hear from leading voices in economics, politics, and financial services, including political strategists Karl Rove and James Carville.
Opportunities like this allow us to stay informed on the latest economic and market trends, gain new perspectives, and continue expanding our knowledge.
We're committed to continuous learning and bringing valuable insights back to the families we serve.