Celebrating 32 Years of Success!
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Celebrating 32 Years of Success!

BySherry Carnahan

As we enter into the month of October,  I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing

Sherry’s Original 1992 Business Card

clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!

Workflows, Plants and Transitions

Workflows, Plants and Transitions

BySherry Carnahan

Since our last newsletter our team has been working closely with our TD Ameritrade Institutional advisors to help prepare them and their clients for the long-awaited conversion to the Schwab platform on September 5th. Our team has been diving deep into transition guides, attending webinars, talking with integration partners, and comparing notes to ensure we have…

“Where in the heck did I file that document?”
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“Where in the heck did I file that document?”

BySherry Carnahan

If you find that you’re often asking yourself “Where in the heck did I file that document?”, it’s probably not your memory failing but more likely that your filing system needs a makeover. Common sense suggests that having a folder for every type of document would make finding a particular document quick and easy, which…

Celebrating 31 Years of Success!
| | | | | | |

Celebrating 31 Years of Success!

BySherry Carnahan

As we enter into the month of October,  I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing

Sherry’s Original 1992 Business Card

clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!