Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. Stay tuned for upcoming webinars, community events, and even VIP client gatherings.

As events are posted, let us know what looks interesting to you; we’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 15, 2024

2:00p - 7:00p

Mosaic Wealth: Shannon Sottile

Open House

Celebrate our new location with us at 9 N. 7th Street, Suite 202 on Wednesday, May 15. We'll have refreshments, hors d'oeuvres, a wine tasting in the evening hours, and more.

October 28, 2023

4:00p - 9:00p

The Home Farm Barn

Annual Thankful for You Party

Join us for our Yellowstone themed Thankful for You party on Saturday, October 28 at the Home Farm Barn! Please note, if you are unable to make it, contact us directly by emailing or calling the office.

Event Registration