What's New
Upcoming Classes
1/21/25
Our 2025 schedule is out! Follow the link below to look at our 2024 schedule and sign up for a class near you!
Congratulations to The Apex Group!
The Apex Group was recently recognized by Forbes/SHOOK Research as a 2025 Best-In-State Wealth Management Team!
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.
Congratulations Michelle!
07/11/2023
In May, Michelle received one of Baird’s most prestigious honor, the G. Frederick Kasten Award.
Since joining the firm in 2001, Michelle has consistently gone above and beyond for clients, the team and the firm, which is why she was recognized as this year’s recipient.
A quote from the team stated:
“Michelle is the driving force that keeps the machine running smoothly; she is a true leader. Michelle’s contributions not only ensure that our team is able to provide world-class client service, but she instills these beliefs in everyone she meets through these interactions. When she sees something that can improve, whether it is process or service to ensure a world-class client experience, Michelle is truly relentless in making that happen. She encourages everyone to take control of what they do best, and Baird is a better company because of it.”
Congratulations Michelle!
Congratulations Alexandra!
8/16/23
We are excited to announce that Alexandra Spangler has earned the Certified Divorce Financial Analyst (CDFA®) designation! In addition to having earned the CERTIFIED FINANCIAL PLANNER™ designation earlier in 2023, Alex is proud to have obtained this additional designation in an effort to broaden her knowledge and expertise.
To earn the CFP® marks, individuals must successfully pass a rigorous exam that tests their knowledge in financial planning, risk management, investments, tax planning, retirement & employee benefits, and estate planning. All CFP®s are held to the highest ethical standards and bound by the fiduciary standard to act in the best interest of clients. Only 23.6% of CFP® professionals are female, 17.5% are diverse, and 5.4% are younger than 29 which demonstrates a uniqueness of Alex’s accomplishment.
Next up, Alex will run the Boston Marathon in April 2024!
Congratulations Alex! We are proud of your accomplishment and are confident that you will continue to be an invaluable part of our team.