Katie McKinley, CFP, CKA, CMFA

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Our Florida team had the amazing opportunity to volunteer at One More Child. We are grateful for the opportunity to support an organization that is making a meaningful impact in the lives of children and families through foster care, family support services, child hunger initiatives, and more.

Our time volunteering was not only a chance to give back to the community, but also a wonderful opportunity to grow closer as a team through fellowship, teamwork, and shared purpose. Thank you to everyone who made this impactful experience possible!

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

📢 Our Lakeland Office Location Has Moved!

🏢 New Address:
500 S Florida Ave, Ste 310
Lakeland, FL 33801

Our new office is designed with you in mind, and we can’t wait to continue serving you there. To make your visit as smooth as possible, we’re happy to provide directions or assist with anything you need as you get familiar with the new space.

We’re grateful for your trust and look forward to continuing to serve you in our new space. Reach out anytime with questions—we’re here to help! We look forward to seeing you soon in our new office!

🎉 Please join us in welcoming our Summer Interns! 🎉

We’re excited to have a group of talented interns joining us this summer—all currently pursuing their bachelor’s degree in financial planning at Liberty University. These interns will be working out of our Lakeland office, gaining valuable, hands-on experience alongside our team.

Throughout the summer, they’ll learn what it means to serve clients by applying both technical expertise and biblical wisdom in real-world scenarios. Our goal is to help equip them to guide individuals and families in making wise financial decisions, experiencing clarity and confidence, and ultimately leaving a lasting legacy.
We’re grateful to be a part of their journey and can’t wait to see how they grow over the coming months. Welcome to the team!

What a wonderful evening last week on the water aboard the King Fisher Fleet out of Fishermen’s Village! We enjoyed great food, a beautiful Florida sunset, and even spotted dolphins along the way.

Thank you to everyone who joined us and helped make the night so special. We’re grateful for the relationships we get to build and moments like these that allow us to slow down, connect, and simply enjoy time together.

We’re already looking forward to the next one!