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 it's 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. 

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 [email protected] as we would love to have you use it.  Below is a list of the various non-profits that we have had the pleasure to donate the bus to:

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.