Broker Check

Why The Bus?

Why the bus?  We think it makes perfect sense.  Here are a few of the many reasons:

  • Community is important to us and a responsibility not a choice. The bus is a great way to support a large number of various charities and non profit entities that make our community such a special place to live.
  • Fun is something we work towards and discuss frequently in team meetings.  We have very serious responsibilities in dealing with the financial lives of our clients, we just choose to have a lot of fun doing it.
  • Weird is a compliment in our office.  We never want to be part of the herd in the financial services arena.  We are just fine with going against the grain.  If we had to conduct seminars, use financial jargon, be pushy salespeople, do cold calling and hit sales quotas we would hate that.  We know our approach is different, even weird; we think we are building something special.

I hope that you will reach out to me if you are looking for something for your charity auction or just a bus to use for a group of friends for a fun for a night out.  For more specific details, please use this link Bus FAQ.

For a video of the new bus, click here to see the video that we put on our blog. 

If you would like to request a donation of time on the bus, to redeem a certificate you won at an auction or to rent it for a group, please email as we would love to have you use it.

The following calendar is updated regularly and you can see if your preferred date is booked.  You can navigate to future months with the left or right pointing white arrows in blue buttons.


Have A Question?

Thank you! Oops!

Recommended Content

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.