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Member News & Activities

Counseling Special-Needs Families — Minoti Rajput is featured in a Wall Street Journal Article 

NAWBO Greater Detroit Announces its 2012 Annual Prestigious Top 10 Michigan Business Women Awards. Pinnacle Award honors Minoti Rajput, Secure Planning Strategies.

The Power of Perseverance – Kevin Kroskey overcame hurdles – including prison – to create a thriving advisory firm.

Wheaton Wealth Partners’ Principal Rob O’Dell Co-Authors New Book “The Four Corners-Where Your Estate Plan Becomes a Living Legacy”

Robert O’dell – RIAs Add Value With Charitable Strategy Advice

Rick Farrar has been appointed Vice-Chairman for Baptist Health Systems of Alabama Board of Trustees and Chairman of the Governance Committee

The Summit Study Group members and guests spent the afternoon at the Ronald McDonald House in Rochester New York to prepare a meal for the residents.

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