Michael Donnan, CLTC, Associate Advisor, hopped aboard a big yellow school bus to embark in team building, exploration and learning exercises in September. As part of this program, every participant in Leadership Oshkosh serves as an adjunct board member with an organization of interest.
Michael has since become a member of the Downtown Oshkosh Business Improvement District (BID) Board, led by Cassie Daniels, BID Manager. The board helps in making essential decisions regarding downtown economic development.
Find out what’s happening in Downtown Oshkosh HERE.
Jake Harmsen, CFP®, CPA, Advisor, is now connecting with more people and business in the Oshkosh area through Business Networking International (BNI). BNI is the world’s largest referral network. Jake will have access to exclusive member resources and gain exposure to like-minded professionals in Oshkosh.
Mariah Marchant is thrilled to have recently become a member of Oshkosh’s young professional group, Propel.
A big shout out goes to Chris Otte, Client Service Associate, for recently acing her Insurance Exam; which grants her licensing in property, casualty and life insurance. Chris will also be a member of the Women in Management of Oshkosh this fall.
William Bowman, CPA, Senior Advisor, has become a member of Raymond James’ Leaders Council for the fifth year in a row! Leader’s Council honors are presented only to those financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity. *
We are all thankful for the opportunity to be involved and support our clients and our community!
Medicare’s open enrollment season is upon us. That means from now until December 7, you are able to make changes to your Medicare Advantage and […]