05/27/2025
Just returned from an energizing week in Las Vegas at our NXT conference focused on the future of wealth management. It was inspiring to connect with peers who are not only driving innovation but also reshaping how we serve the next generation of clients.
As a board member of Osaic’s Next Gen Council, I’m proud to help shape the future of our industry and elevate the next generation of advisors.
03/13/2025
Excited to share that I’ve earned the Certified Divorce Financial Analyst (CDFA®) designation! This allows me to better support clients navigating the financial complexities of divorce, providing clarity and confidence in their next chapter. Looking forward to being an even stronger resource for those in need!
Congratulations to our newest CDFA professional, Kara… | Institute for Divorce Financial Analysts®
Congratulations to our newest CDFA professional, Kara Brockmeier! https://zurl.co/IRQLh
12/24/2024
Happy holidays from the Brockmeiers!