2024 AdviceOne RTX, Otis, Carrier, and Lockheed Martin Ambassador Event at Thomas Hooker Live
Over 140 AdviceOne clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Carlos Henriques, CFP®, Bria Comer CFP®, Dani Wrubel CFP®, Amity Raia, Ariel Hilario, and Rob Key at Thomas Hooker Live for drinks, great food, and dueling pianos. We collected hundreds of items and monetary donations for North Star Foundation, an organization whose mission is to help children who face social, emotional, or educational challenges with the help of animal-assisted therapy, school visits, and assistance dog placements.
Dani Wrubel and Bria Comer's Spring 2024 AdviceOne Advisory Council
We are pleased to introduce Bria and Dani’s Spring 2024 Advisory Council Members. The council members meet with Bria and Dani and their team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Dennis Kraemer, Linda Kraemer, Michele Lewis, Tom Lewis, Bria Comer, CFP®, Ed Otero, Michele Otero, Laurie Prentice, Todd Prentice, Dani Wrubel, CFP®, Linda Gale, Shawn Gale, John Zavodjancik, Lynda Fredette, Mark Fredette, Jen Cormier, Martha Krebs, Russ Krebs, and Tim Cormier. Not pictured: Maureen Zavodjancik
Carlos Henriques's Spring 2024 AdviceOne Rockford Advisory Council
We are pleased to introduce Carlos' Spring 2024 Rockford Advisory Council Members. The council members meet with Carlos and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Stacy Kohls, Mike Kohls, Carlos Henriques, Pat Liddell, Karen Liddell and Christina Ostergard who joined virtually.
2024 18th Annual AdviceOne RTX, Otis, Carrier and Lockheed Martin Ambassador Event at Kinsmen Brewing Co.
Over 115 AdviceOne clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Neil Goldberg, ChFC®, Bria Comer CFP®, Dani Wrubel CFP®, Rob Berlinski, Anita Roberts, Ariel Hilario and Rob Key at Kinsmen Brewing Co. for drinks, great food, and live music. We collected hundreds of items and monetary donations for Boxes to Boots, an organization demonstrates love, support, and appreciation for our military men and women by connecting these heroes with care packages.
