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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

  1. All Episodes
  2. 2022
  3. 11

What We’re Grateful For

Nov 17, 2022

In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding...

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Health Savings Accounts

Nov 10, 2022

In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings Accounts and the 5 benefits of having one.

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Getting the Most Out of Open Enrollment

Nov 3, 2022

In this week’s episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss how to get the most out of your open enrollment.

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