Category: News

Living with Autism: Loving Mother Theresa Sweeney Shares Her Story

Earlier this summer, Partner & Special Care Planner Brian Marino had the opportunity to attend the National Autism Conference in Cleveland, hosted by non-profit Milestones Autism Resources. The Milestones Autism Conference is one of the country’s largest gatherings for educators, therapists, adult providers, families, and individuals with Autism Spectrum Disorder (ASD).    Being one of […]

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Heerdegen Triumphs Over Alzheimer’s at Inaugural Rowing to Remember Event

To say that it has been a challenging year for Financial Planner Chris Heerdegen would be an understatement. For Chris, 2019 marks the first year without his father, Richard Heerdegen. Richard passed away on October 31st, 2018 after a long, debilitating battle with Alzheimer’s. Ever since he passed away Chris has been on a mission […]

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Cleveland Fisher House Facility Opens to Veterans in Need

Last month, former military personnel Keven Prather and Mike Connole had the opportunity to attend the ribbon cutting ceremony of the Greater Cleveland Fisher House. The Fisher House program supports veterans receiving treatment at the Cleveland VA medical center by offering free temporary lodging to patients and their families. Veterans from across the state, community […]

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Cooper Receives Leadership Award, Music City Conference Invitation

Last month, Associate Managing Partner Charles Cooper was honored with the Massachusetts Mutual Life Insurance Company (MassMutual) Field Leadership Trophy. This award is bestowed on those who encourage agency growth, stimulate planner production, and demonstrate all-around strengths in management. Cooper will celebrate this award alongside other top performers at MassMutual’s Leaders Conference in July. This […]

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