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Hello everyone, I wanted to introduce you to a new face in the office and a new voice on our phone lines. We have hired a new Client Services Associate, Melissa Lacher. She comes to us with more than 8 years of experience in the financial services industry. She began her career as a Financial Advisor with Chase before stepping away from the workforce to focus on raising her three sons. In 2023, she returned to the industry and now supports financial advisors in helping client

Welcome to our first monthly client email! I've wanted to get a series started to educate clients on current events, possible solutions to financial situations that might arise, or general company updates. To get started, I wanted to go over some of the major changes that have happened at the practice over the last year. To begin with, and something I'm sure a lot of you are aware of, we have changed our name. Previously, we were known as Palanca and Associates, now, we are H