Broker Check

Client Events

A client advisor relationship is deepened not only from 9-5, but when we get to truly know you and your family doing fun and exciting events outside the “business” environment. To show our appreciation to our clients we plan regular events throughout the year.

Holiday Golf Tournament: To send our Holiday cheer to everyone, each of the last ten years we have held a golf outing followed by dinner in December. We have regularly had in excess of 150 people at this event and actually have clients call usually starting in July for the dates of the party so they can plan around their holiday schedule.

Spring Training Game: When Spring Training rolls around most of our clients from over 20 states are in the area. The last number of years we have reserved the picnic area at Ed Smith Stadium (Go Orioles) and seats to enjoy the ball game after our Bar B Q Picnic. Check out some of the pictures from last year’s event, it was a blast!