Financial Services & Wealth Management News

Blog

July 24, 2017

Employee Spotlight: Daneen Hayden

From the July Newsletter- Employee Spotlight: Daneen Hayden Daneen Hayden is the Commercial Insurance Lead Account Manager at Duncan Financial Group. Every day she is responsible […]
July 20, 2017

Client Spotlight: TPE Industries

From the July Newsletter– Client Spotlight: TPE Industries TP Electric began operating in 1988. The company was founded by Thomas Porter (TP), a well-respected and highly […]
July 20, 2017

Employee Spotlight: Kim Smith

From the July Newsletter- Employee Spotlight: Kim Smith Kim Smith has been in the insurance industry since 1984. Three years ago, she brought her extensive knowledge […]
July 17, 2017

Cut Road Trip Costs

4 Tips to Help Cut Road Trip Costs There’s no better way to see the country than a road trip, and it’s also the way to […]