Calley Coldsmith, CFP, APMA

As we celebrate Independence Day, We're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

🗂️ FREE Paper Shredding & Electronic Recycling Event ♻️
We’re excited to offer secure shredding and recycling at our office locations!
⏰ Important Reminder:
The Pensacola and Robertsdale offices will stop accepting shred items at 12:00 PM on Wednesday.
📍 Event Details:
📌 Mobile Office
• Paper shredding & electronics recycling (electronics accepted here only)
• May 4–8 | 8:00 AM–5:00 PM
• 3514 Montlimar Plaza Dr.
📌 Robertsdale Office
• Paper shredding
• May 4–6 | 8:00 AM–5:00 PM
• Shred drop-off ends Wednesday at 12:00 PM
• 22193 Hwy 59 South
📌 Pensacola Office
• Paper shredding
• May 4–6 | 8:00 AM–5:00 PM
• Shred drop-off ends Wednesday at 12:00 PM
• 2803 East Cervantes St.
Please be sure to drop off your documents before the cutoff. We look forward to seeing you!
https://bit.ly/4tGV4BP

🎉 Join us in congratulating Candice Hobson on her appointment as Associate Financial Advisor, effective April 1st! 🎉
Candice has worked incredibly hard, and this accomplishment is a testament to her dedication and commitment. We are so proud of her and excited for all that the future holds.
We’ll be celebrating with an open house at our Mobile office on May 6th from 4:00–6:00 PM, and we’d love for you to stop by and celebrate with us.
Congratulations, Candice! 👏