Moriah Earns Her FPQP™ Designation
After 3 long months, on March 26, 2018, I passed an exam administered by the College of Financial Planning which granted me the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
Retired Surgeon, Full-Time Philanthropist
This week, we wanted to share the story of Surevest client, Don Headley, MD, a former surgeon at St. Joseph’s Hospital in Phoenix.
An adventure for just the two of us
This Father’s Day I decided to start a new tradition by planning an annual “Daddy Daughter” trip. My daughter Bella turned 10 this year…boy time flies!