Stories that matter for all stages of life
We know you are busy handling all of life’s challenges. From amassing wealth to passing it down to your children, our main goal is to make this as simple for you as possible. On this forum, we will share true stories and life lessons that will help you achieve the American Dream.
By William Pugh, CFP® Vice President Wealth Management “You will go to college” — William Pugh, Sr. As typical baby boomers, my parents grew up in a time when college was not an option for them. They were high school sweethearts, started a family young, worked hard at their respective blue-collar and civil-service jobs...
By Laura DeVore, Financial Advisor. — “Laura, money doesn’t grow on trees!” - Grandpa “Dickie Boy” Travis. The “American Dream” was alive and well with my parents. They met at a USO dance, married soon after, bought a house, and had four kids (three under the age of 3!).