04/02/2026
Our firm is proud to support Johns Hopkins All Children’s Foundation ’s 28th Annual Estate, Tax, Legal & Financial Planning Seminar on May 7, 2026! 💼💡
This full-day program offers continuing education credits for attorneys, CFPs, CPAs, CTFAs, CLUs, bankers, trust officers and other designees. 📖
Funds raised through Seminar will be used where they are needed most at Johns Hopkins All Children's Hospital — supporting patient care, training future doctors and nurses and researching better treatments and cures to help future generations of kids.
We encourage you to join us on May 7th. Follow this link to register:
https://web.cvent.com/event/74f3d568-78fd-4bcd-9b81-6892cd7420e8/summary
11/28/2024
Wishing you and your families a cozy Thanksgiving holiday with lots of food & joy. Not just today, but every day, we are most thankful for the amazing clients and team we get to work with every day. Thank you for allowing us to be a part of your life.
Happy Thanksgiving!
11/04/2024
Day 4 of Giving: YMCA of Greater St Petersburg
As a board member of the YMCA, our very own David Hood was there to accept a generous donation from the state of Florida and State Representative Linda Chaney for support in advancing our mission of Youth Development.
These funds will support plans to expand Speer YMCA Preschool Academy, which includes new rooms for toddlers and infants and some new outdoor amenities, allowing them to better serve local families and provide essential early learning resources.
Rep. Chaney’s support is invaluable in helping us create lasting, positive impacts for young minds in our community, as well as providing a direct economic benefit by improving workforce readiness.
Read more about the expansion plans for the community at http://spr.ly/6183S5yPN
11/03/2024
Day 3 of Giving: Hurricane Relief
This past month, we have seen team members and clients deeply affected by the damage that Helene & Milton brought to our communities. We've heard stories of loss, but also stories of hope and humanity, From people helping neighbors with flooding, lending homes, cars and warm meals - we have never been more proud to be a part of this community!
Join us in supporting the in their disaster recovery efforts for Hurricane Helene and Milton. Your donation goes towards food, shelter, comfort, and other relief measures for those impacted by the hurricanes. http://spr.ly/6185SZUqW
11/01/2024
We're so excited to celebrate November as the month of giving! Join us each day as we highlight stories of people giving back in their communities, ways to give back to yourself and causes that are near and dear to our firm.
We invite you to share your giving back experiences or message us if you would like to be featured. Let's make a difference in someone's day together!