Matt Delaney – Managing Partner and Wealth Advisor
My favorite tradition is when my wife makes Mexican food on Christmas Eve.
She stepped into her grandmother’s shoes when she wasn’t able to make the food anymore. Her grandmother was from Mexico and it’s been so fun to be part of such a long-standing tradition.
Eric Keating – Portfolio Advisor
My favorite tradition is watching Christmas movies with my family.
Tim Delaney – Wealth Advisor
My favorite tradition is taking the entire family (including my 7 grandkids!) to the Sierra Mountains for Thanksgiving.
Kimberly Carfi – Office Administrator
I love everything about the holidays…so I have LOTS of traditions! I especially love decorating for Christmas, watching Hallmark Christmas movies, and of course…eating Christmas cookies!
Shannon Winter – Customer Support Specialist
My favorite tradition is watching the Muppet Christmas Carol while making ginger bread houses.
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