Meet Our Team
Greg Donovan
Regional Finance Lead, South Central Region
Regional Finance Lead, South Central Region
EXPERT EDUCATION
Events and Webinars
Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Dynamic Data: Strategies for Success
Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
July 23, 2025 at 12:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Wealth Services
Reset and Refocus: Realigning Priorities for the Rest of the Year
A lot can change in six months. As you look ahead to the second half of the year, now’s the time to reassess what’s most important—financially and personally—and make intentional adjustments that keep you aligned with your bigger picture.
June 17, 2025
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Wealth Services
Weekly Market Update
Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.
June 16, 2025
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Weekly Market Update
Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.
June 9, 2025
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Monthly Market and Economic Update - May 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
June 6, 2025
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