We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a U.S. News & World Report article by journalist Kate Stalter, titled “10 Best Investments to Watch in 2025.” The article takes a timely look at where investors are turning in today’s complex market environment, with the S&P...Read More

  Today, July 28, 2025, we’re honored to celebrate a milestone that means the world to us — 39 years in business. What began at Ronald Rogé’s kitchen table in 1986 has grown into a team of dedicated professionals who remain guided by the same core promise: always put people first. Over the years, the...Read More

We’re proud to share that our Senior Wealth Advisor, Christine Parisi, was featured in a recent article on Scary Mommy surrounding “Micro-Retirement” as the latest work-related trend, written by Beth Ann Mayer. In the article, Christine offers valuable insights on the emerging trend of “micro-retirements” which are intentional breaks from the workforce to rest, reset,...Read More

We’re excited to share that our Marketing Manager, Kelley Muhsemann, was recently quoted in an article written by Tech Culture Editor at Cybernews, Justinas Vainilavičius, titled “Can Bluesky still catch up with X and Threads? And does it really want to?” The piece explores the future of Bluesky and how it stacks up against social...Read More

Medical school debt is no small hurdle, and for many physicians, it can feel like it looms over every career decision. In Medscape’s recent article, “Debt Burden for Med Students, But There Are Options,” by journalist Erin Cates, the focus turned to how new doctors can navigate the federal and state programs that can ease this...Read More