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Showing 531 to 540 of 688 results for Protecting My Business

  • Dave Rios Officer, Branch Manager

    As Officer, Branch Manager, Dave leads his team with a clear focus: Building meaningful relationships that make a real difference in people's lives. His approach is proactive and holistic, addressing both the immediate needs and long-term goals of every client he serves. Dave sees each financial journey as a partnership and shows up at every stage with steady guidance and insight clients need to stay confident and on track.

  • Action Bias Amid Market Uncertainty

    John Wooden coached men’s basketball at UCLA for 29 years. During that time, his teams won 10 national championships. Wooden is considered one of the greatest coaches of all time—in any sport. His coaching style and leadership methods are studied both inside and outside the world of sports. His most famous quote is one that all investors should take to heart: “Do not mistake activity for achievement.”

  • Now That I Have Put Meaning to Money, What Am I Going to Do About It?

    “If you hired a biographer to write about you, and all they had were your credit card statement and your calendar, what story would they tell?” From Joe Maier, JD, here’s a proven approach to putting money to meaning—at a time of year when many of us reflect on what’s come before and what lies ahead.

  • Equities Positioned for Most Likely Scenarios

    In this week’s investment commentary, VP Wealth Portfolio Manager Kelsey Ellsworth, CFA outlines JFG’s equity positioning—balanced between growth and value (which implies underweight the Mag 7) and overweight large-cap stocks. The investment committee’s sees mild recession and soft landing as the most likely scenarios.

  • The Basics: Budgeting

    Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

  • The 5 C’s of Credit

    This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

  • The Importance of the Conductor: Casting the Role of Trustee

    A great legacy plan creates a connection between the person who created the plan and later generations. Those that come later may have never met the creator but are connected to that person through the story the plan creates. Therefore, the person responsible for having the skill to deliver the plan flawlessly in a way that delivers the values and beliefs that a great legacy plan is built upon is a trustee who has a unique combination of expertise, objectivity and empathy.

  • What the Movie Soul Teaches Us About Planning

    Soul, in the guise of a children’s movie, is a wonderfully deep exploration of the meaning of life. A truly meaningful, happy life focuses not on achievement, but rather on fulfillment. Stated another way, a life filled with goals and achievement, without any meaning or joy attached to those goals, is not a life to be celebrated but rather one to be pitied. At the end of the day, people whose life is lived in blind adherence to a checklist of external expectations of success are destined to fail by succeeding.

  • Brittany Sparks AVP, Branch Manager

    As Assistant Vice President, Branch Manager, Brittany is passionate about creating a positive branch experience. She leads a team of knowledgeable financial professionals who work together to help clients achieve their goals. Brittany’s goal is to serve as a trusted advisor, listening to each client’s questions and tailoring financial solutions to meet their personal needs.

  • Shelley Peoples Officer, Branch Manager

    As a dedicated Branch Manager, Shelley provides personalized financial solutions that cater to her clients’ needs. She excels in building strong relationships, offering tailored financial advice to help you achieve your financial goals. Shelley is also committed to her team’s development, nurturing an atmosphere of growth and excellence. Her dedication to exceptional customer service and her comprehensive knowledge of financial solutions establishes her as a trusted leader and advisor in our community.
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