Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we are highlighting Amber Timbrook, CPA, our new addition to our team. We welcome Weston Wellman and introduce our new risk software.


In this edition:



WAG on the Move: Welcome Amber Timbrook


Tech Corner: Riskalyze Risk Survey


Financial Planning Corner: Financial Planning 2021 Outlook


Retirement Planning Corner: 5 Secrets to a Happy Retirement


Employee Spotlight: Welcome Weston Wellman!


To read the full newsletter click here: January 2021 Newsletter 1

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12726 Coldwater Road | Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

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