023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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Jane’s BRI Moment

It happened again last week… Cassie and I were meeting with a beloved client who recently lost her mother and had come in to start the process of transferring the…
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