While we are passionate about helping our clients plan for their financial futures, our lives outside of work shape who we are, grounding us in family, experiences, and connection.
The Kerber Family
Bob and Eean at the Disney Marathon
Sam, Bob, Eean, Keith, and Kyle
Bob finds his greatest joy in spending quality time with his family. Whether it’s traveling to Disney, training for and running marathons alongside his wife, or most recently cheering Eean on during her incredible run in the Boston Marathon, Bob values every moment that brings his family together. He also enjoys visiting his sons, Keith and Kyle down south, and loves going to watch Sam perform in the school musicals.
The Hopkins Family
Kayla, Sammie, and Missy
Chris, Missy, and Kayla
Missy loves making memories with her daughters, Kayla and Sammie. She enjoys traveling to Hilton Head to spend time with them and embraces any chance to relax and recharge on a cruise. For Missy, family time and meaningful moments are what make life truly fulfilling.
The Dizon Family
Kaitlyn, Nick, and Kai
Nick, Kaitlyn, and Cocoa
Kaitlyn values time spent with her family and friends, prioritizing meaningful moments together. She enjoys traveling and creating lasting memories with her son Kai, her husband Nick, and their dog Cocoa. From exploring new places to enjoying everyday life, she cherishes the time they get to spend together.