The Quantum Group

09/03/2026

In observance of the Labor Day holiday, Quantum will be closed all day Monday, September 7th, resuming normal business hours Tuesday, September 8th. NOTE: Our office will also be closing early on September 4th at 2 p.m. PDT.

Labor Day is a great opportunity for us to thank you for your commitment to our partnership and the work you do on behalf of the clients you serve. We hope you enjoy Labor Day weekend with family and friends and celebrate your business accomplishments!

09/02/2026

Happiest of birthdays to the wonderful Marc Lindsey! Enjoy your day from all of us at Quantum! 🎂🥳
https://thequantum.com/marc-lindsey/

09/01/2026

Thank you for making the time to connect, learn, and experience New York with us at the Annexus NYC event last week! We are very grateful for your partnership, and hope you found all the training sessions valuable. 🍎🗽Here are a few highlights from the trip!

08/31/2026

There are some new faces around here!

Izzy Kelley is always down for a day trip around Arizona! But can you guess which of these destinations is her favorite?

A) Sedona🌄
B) Jerome👻
C) Prescott🌲
D) All of the above!

Find out the answer and learn more about Izzy in her bio: https://thequantum.com/izzy-kelley/

08/25/2026

As clients transition into retirement, it is important for advisors to help them prepare for the “solo years” when one spouse may pass away before the other one.

No one enjoys discussing it, but failing to plan for this transition can leave surviving spouses facing a combination of reduced income and higher taxes at an already emotional time.

Read more about how to help retirement clients plan in our latest blog article on our website:

As clients transition into retirement, it is important for advisors to help them prepare for the “solo years” when one spouse passes away.

08/24/2026

There are some new faces around here!

Everyone has their favorite way to unwind outside of work, but can you guess Andres Orellana’s favorite weekend activity that he makes time for nearly every week?

A) Going on a hike🌵
B) Going to the movies🎬
C) Trying a new restaurant🍽️

Find out the answer and learn more about Andres in his bio: https://thequantum.com/andres-orellana/

08/21/2026

We have two birthday buddy pairs in a row! Happy birthday to Kyle Pesch and Kristin Soto TODAY.🥳 And tomorrow, we get to celebrate Mina Wrasman and Jim Jacobson.🎈 This weekend is full of celebrations!

08/20/2026

The Quantum Elite Advisor Roundtable brought together a select group of advisors for an intimate experience focused on connection, collaboration, and growth!

Everyone enjoyed an exclusive experience at the Del Mar Racetrack and advisors had the opportunity to learn from their peers on what’s helping them grow their practices.

Thank you to everyone who was able to make it and we look forward to the next event!

08/19/2026

Happy birthday to Amra Alic!🎉🎂 She’s celebrating tonight at a concert featuring one of her favorite artists. How awesome that they’re performing on her birthday!

Enjoy your special night with friends and family.🎶

Amra's bio: https://thequantum.com/amra-alic/

08/17/2026

New research came out recently spotlighting the importance of what our Quantum financial advisor partners do every day for their clients when it comes to retirement income planning, versus the many consumers who may still just be told to follow the 4% rule.

American workers have steadily built up 401(k) account balances, but they remain poorly prepared to spend down those savings once they retire and paychecks stop.

Read through the research and your opportunity as an advisor in our latest blog article on our website:

While many advisors are not prepared to help clients who may spend 30+ years in retirement, our partners are. Call Quantum.