We’re Evolving to Serve You Better

I’ve made a behind-the-scenes change to the registered investment advisor I’m affiliated with—effective October 1, 2025, I will be partnering with Farther to enhance the tools, support, and overall client experience. Your accounts, plan, and direct access to me will remain unchanged. What’s improving? A more intuitive client portal, quicker support, and technology that helps us stay better connected. No immediate action is needed—just keep an eye out for a DocuSign email soon. I appreciate your continued trust and look forward to what’s ahead.

Brian Doe
Wealth Advisor
706-451-9800