07/03/2026
In observance of Independence Day, our office will be closed on July 3rd. We wish everyone a safe and happy holiday weekend! 🇺🇸
Personalized planning for your financial goals.
07/03/2026
In observance of Independence Day, our office will be closed on July 3rd. We wish everyone a safe and happy holiday weekend! 🇺🇸
06/02/2026
Big welcome to Brittani Reynolds! 👋
We’re so excited to have her on the TMB team—she’s already a great fit and ready to help take care of our clients. Let's give her a warm welcome!
05/25/2026
This Memorial Day, we pause to remember and honor those who gave their lives in service to our nation.
Our offices will be closed in observance of the holiday. We wish everyone a safe and meaningful Memorial Day.
04/27/2026
🎉 Congratulations to Zack Sokora, CFP®!
We’re proud to share that Zack has earned the Certified Financial Planner™ designation—an achievement that reflects his dedication to excellence, ethics, and delivering comprehensive financial guidance. Well done, Zack!
01/16/2026
Our office will be closed Monday, January 19th, in observance of Martin Luther King Jr. Day. We hope everyone enjoys the long weekend in honor of his legacy!
12/24/2025
Happy holidays from our team to you! Thank you for being part of our community 🎄
11/27/2025
Wishing you all a season of gratitude, reflection, and time well spent with those who matter most. Happy Thanksgiving!
09/11/2025
Today we remember. September 11, 2001, was a day that changed us forever. We honor the lives lost, the heroes who rose, and the resilience of a nation.
09/07/2025
Hopefully not the last game & tailgate at War Memorial but if so, this was one for the record books! Great weather, great day with great people! We were so happy to be with everyone who came by! Go Hogs!! 🐽🐗