senior couple overlooking pond with trees

News and Events



We are proud to announce that Wayne was recently honored at the 2008 Community Leadership Awards Gala in New York by the Invest in Others Charitable Foundation and InvestmentNews publication. He was honored for his leadership and achievements in the Mentoring Excellence category. The Mentoring Excellence category honorees demonstrate the commitment to not only provide quality financial advice to their clients, but also to have a lasting and profound impact on their local community through philanthropic and humanitarian involvement. Congratulations Wayne for the recognition of your hard work and dedication to impacting the lives of others!