CELEBRATING GROWING PARTNERSHIPS!

Over the past few weeks, Jonathan Rodriguez, our Director of Business Consulting, traveled to connect with some of our incredible partners:

📍 ProEast Asset Management, LLC – Hampden, MA
Jon led a powerful Values Exercise with the team, helping uncover the core principles that unite the team and drive their work.

📍 Valor Wealth Group – Greensboro, NC
Jon sat down with James Halsch to learn more about their business goals, diving into opportunities around marketing strategy and operational efficiency.

📍 Valley Wealth Group – Roanoke, VA
Jon met with Tiffany Rawling, George Wootten, Jaret Mutter, CEPA®, CPFA®, and Kelly Handy for their June check-in. The team shared exciting updates on their business structure and growth opportunities.

It’s always rewarding to build stronger relationships and support our partners in their journey forward!