Meet Our Team
Greg Donovan
Regional Finance Lead, South Central Region
Regional Finance Lead, South Central Region
EXPERT EDUCATION
Events and Webinars
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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Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Wealth Services
Weekly Market Update
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.
June 30, 2025
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Wealth Services
Summer Spending with Purpose
Summer often brings memorable experiences—and increased spending. With a few intentional choices, you can enjoy the season without losing sight of your long-term financial priorities—and your advisor can help keep it all aligned.
June 20, 2025
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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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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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