Advent Partners Spotlight: Gretchen Duda

One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. This month, we are featuring our newest CFP®, Gretchen Duda. Gretchen […]
Advent Partners Spotlight: Jeremy Reed

One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. Since April is National Social Security Month, we thought it was the […]