CIO Wealth Strategies

At CIO, we know that a strong team starts with strong relationships, rain or shine. Our 2026 Advisor Ryder Cup is about strengthening our culture, teamwork, and the connections that help us achieve great outcomes together. We are all incredibly grateful for the opportunity to connect with colleagues and celebrate our impeccable team.

https://bit.ly/4hdqxIn

Celebrating our incredible team this June! From milestone years of leadership to newer roles already making an impact, each CIO work anniversary reflects the dedication and talent that drives everything we do. We’re grateful for each of you and proud to grow together. Congrats to you all!

Today we remember and honor our heroes.

As a reminder, we are closed today in observance of Memorial Day, May 25th. We will reopen tomorrow during normal business hours. If you need immediate assistance, please contact our corporate client service line at 1-800-862-7919.

We’re proud to celebrate two of the incredible leaders who help shape our firm, Sharon Kresse and Deb Cirksena, on being named to the 2026 Forbes Best-in-State Wealth Advisors list.

Their leadership, passion for serving clients, and commitment to excellence continue to inspire those around them and make a meaningful difference in the lives of the families they support. Congratulations!

https://bit.ly/4nDe2Ha https://bit.ly/3PDlSUO