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In the News

Melissa Joy, CFP®: Melissa was quoted April 26, 2017 by WealthManagement.com in an article titled “The Career Path from Branch Professional to Advisor” by Diana Britton. C17-025925

Melissa Joy, CFP®: Melissa was quoted May 10, 2017 by FA Magazine in an article titled “Trailblazing Female Advisors Say Tenacity, Diversity To Success” by Christopher Robbins. C17-025925

Nick Defenthaler, CFP®: Nick was quoted October 4, 2016 by CNBC in an article titled “Don't buy your new home without this by Darla Mercado. C17-025925

Melissa Joy, CFP®: Melissa was quoted May 4, 2016 by Yahoo! Finance in an article titled “Pay down debt now or save: Here’s how to choose” by Amy Fontinelle. A16-023724

Melissa Joy, CFP®: Melissa was quoted on May 3, 2016 by FA Magazine in an article titled, “Women Advisors: How To Diversify The Advisor Practice” by Dan Jamieson. A16-023852

Laurie Renchik, CFP®: Laurie was quoted May 2, 2015 by Financial-Planning.com in an article titled “A tricky problem: succession planning for IBDs” by Donald Jay Korn. A16-023724

Sandra Adams, CFP®: Sandy was quoted on March 11, 2016 by Investor’s Business Daily in an article titled, “Advisors’ Strategies To Avoid Estate Planning Squabbles” by Morey Stettner. C16-025031

Sandra Adams, CFP®: Sandy was quoted on February 1, 2016 by FA Magazine in an article titled, “Advisor Innovation And Client Dementia” by Steven A. Starnes. C16-025031

Matthew Chope, CFP®: Matt was quoted on January 19, 2016 by DailyWorth in an article titled, “Make 2016 Your Best Financial Year Yet” by Addie McHale. C16-025031

Melissa Joy, CFP®: Melissa’s blog titled 9 Tips for Making Newsletters That Actually Communicate With Clients was published on December 10, 2015 by onwallstreet.com A15-053305

Melissa Joy, CFP®: Melissa’s blog titled How to Decide How (and How Much) You Give to Charity, was published by Money Magazine on December 9, 2015. A15-053305

Sandra Adams, CFP®: Sandy was quoted November 7, 2015 by Barron’s in an article titled “Retirement: How to Live Well” by Reshma Kapadia. A15-049953

Melissa Joy, CFP®: Melissa was quoted on October 15, 2015 at bankinvestmentconsultant.com in a blog she wrote titled, “How Your Clients Can Avoid Future Estate Squabbles.” A15-043883

Melissa Joy, CFP®: Melissa was quoted on October 2, 2015 at financial-planning.com in a blog she wrote titled, “Going Beyond the 529 Plan.” A15-043883

Timothy Wyman, CFP®, JD: Tim was quoted in an article in the Santa Cruz Sentinel on September 25, 2015 titled, “Retirees brace for hardship as multi-employer pension cuts loom,” by Janet Kidd Stewart, Chicago Tribune. A15-039965

Timothy Wyman, CFP®, JD: Tim was quoted in an article in The Detroit News on August 24, 2015 titled, “Panic at the stock market? Not so fast” by Brian J. O’Connor. A15-034134

Nick Defenthaler, CFP®: August 2015, Nick was quoted on Bankrate.com in "7 investing tips for 40-somethings" by Ana Gonzalez Ribeiro. A15-030387

Melissa Joy, CFP®: Melissa wrote an article published in the July 2015 issue of Financial Planning Magazine, “Social Security & Divorce: 6 Ways to Maximize Income.” A15-027996

Melissa Joy, CFP®: Melissa was quoted June 30, 2015 by Financial-Planning.com in an article titled “37 Smart Ways to Upgrade Your Practice” by Andrew Shilling. A15-026578

Nick Defenthaler, CFP®: Nick was quoted June 1, 2015 by Financial-Planning.com in an article titled “Trim the Tax Bite on Capital Gains” by Donald Jay Korn. A15-021445

Sandra Adams, CFP®: Sandy was quoted May 19, 2015 on Financial-Planning.com in an article titled “What to Do When Clients Show Signs of Dementia” by Dave Lindorff. A15-020249

Matthew Chope, CFP®: Matt was quoted on April 23, 2015 in Financial Advisor IQ in an article titled, “Advice Firms Struggle to Get Compensation Right” by Murray Coleman. A15-017797

Sandra Adams, CFP®: Sandy wrote an article in March 2015 for the Practical Compliance and Risk Management Magazine titled Client Diminished Capacity from the Compliance Perspective. A15-010987

Laurie Renchik, CFP®: Laurie was quoted in an article published in the Wall Street Journal in March 2015, titled "Voices: Laurie Renchik on Getting Women to Save for Retirement." A15-010584

Melissa Joy, CFP®: Melissa wrote an article published April 2015 in Financial Planning Magazine titled "Your Clients Deserve a Second Opinion." A15-017169

Melissa Joy, CFP®: Melissa wrote an article in March 2015 published on Financial-Planning.com titled "Why I Don’t Make Forecasts." A15-010982

Melissa Joy, CFP®: Melissa was quoted in an article published in the Wall Street Journal in February 2015, titled “Voices: Melissa Joy, on Redesigning Your Office Space

Sandra Adams, CFP®: Sandy was quoted in January 2015 in a Financial Advisor IQ article titled, "Tackle the Elephant in Room, Tactfully." 

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