Dave and Melissa traveled back to Seattle May 18 to prepare for a visit from Truist – our financial advisors from the east coast. They came for meetings with all the Seattle clients. And a big happy hour on the boat with all the clientele as well as some folks that may be interested in future accounts. We were lucky that the weather cooperated and we were able to make a nice evening cruise out of it!
Left to right – Bryan, Tom, Brenda, Kellie, and Jason.
