This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. By successfully completing this exam, Matthew is now officially licensed and qualified to act as an Investment Advisor Representative with the firm. He also graduated from The Ohio State University in May. Congratulations, Matthew!
In June, we sharpened our skills and had some fun at our annual Team Retreat. AU Women’s Basketball Head Coach Kari Pickens spoke to us about how culture, good people, and adaptability are the keys to a great team.
A strategic-planning and teamwork
exercise took us outside for some sunshine. And we played a game of Jeopardy based on our Core Values, Firm Philosophies, and focus on Client Service.
