What are we thinking? You can read about it in our blog. Whether it’s personal finance or a reaction to global, national or local news, you can read about it here. And once in a while, we may throw in a recipe or some other surprise. So keep checking in. We’re glad to have you reading along.
Questions & Answers Learn how to manage the ups and downs of your investments. Take control of your investments and make the most out of uncertain times. Conducted by Jess Ryan, Financial Advisor, AIF® Saturday, October 22nd 11:00*...Read More
We Give Back At Sandy Patrick, CFP® we believe in the joy of enriching the lives of our clients and our community. You are welcome to invite friends, family or neighbors. Space is limited. Reservations are required. Please call 307...Read More
Our nation just celebrated its 240th anniversary of independence. I thought it would be good to reflect on the blessings of being an American. It is very easy for us to think about what is wrong with America. Everyday we are bombarded...Read More
Focus on Client Service We’re also going to update you on who does what in our office, as there have been some new faces added with our recent growth. We believe very strongly in an ensemble approach, which means you can always...Read More
Money Talks Sandy Patrick, CFP® is donating our time to teach personal finance for Laramie County Community College’s Life Enrichment this month. Both workshops are four hours total (two sessions each of two hours)....Read More
We are delighted Jess has joined us. He has almost five years of experience as a Financial Advisor with Edward Jones in Georgia. He and his wife, Danielle (Jensen-Ryan) are Wyoming natives and University of Wyoming graduates. They are...Read More
We are all familiar with the concept and importance of investment diversification and asset allocation. But tax diversification is likewise essential.Read More