Last night at the Black Barn at Ridge Farms, we traded market charts for bourbon glasses and chocolate pairings.
Our clients enjoyed an evening of great conversation, premium bourbons, handcrafted chocolates, and plenty of laughs while learning how flavors can complement—and completely transform—one another.
Events like these remind us that financial planning is about more than investments and retirement projections. It’s about relationships, community, and taking time to enjoy life’s experiences with the people we serve.
A sincere thank you to our product partners Jeff Johnson, Tony Root, MBA and everyone who joined us and helped make the evening such a success. We are grateful for the trust you place in us and for the opportunity to spend time together outside of the office.
Here’s to good friends, great bourbon, delicious chocolate, and creating lasting memories.
Bourbon & Chocolate Pairing + Q2 Overview
