On September 11, our Toledo office was filled with laughter, music, and heartfelt moments as we came together for A Night to Remember. Hosted by advisors Angie Barney, David Bodner, David Clarke, Bruce DeBoer, Bob Ruff, Brett Seymour, Marc Seymour, Angie Wingerd, Kristopher Wingerd, Rich Wurst, and their teams, the night was all about slowing…
When we hear “financial freedom,” it’s easy to picture a retirement commercial—someone walking on a beach, sipping something with a tiny umbrella. But the truth is, financial freedom means something different to everyone. Whether it’s starting a business, taking care of family, or simply having more time to do what you love, it all starts with…
Honoring Tom Brennan’s Legacy and the Importance of Disability Insurance On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he…
Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the…
Skylight Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to…
Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the…
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