Ask AI. Then Ask Someone Who Knows You.
Valerie Escobar, Senior Wealth Advisor I’m a slow adopter of new technology, and AI was no exception. At first, it confused me. Then I was skeptical. And then I was convinced it wasn’t something I’d ever really use. Today, it’s one of my go-to tools for taking notes, brainstorming ideas, organizing information, and launching into […]
When Purpose is Greater than Fear
Kristine Deininger, Creative + Marketing Director At BMG, we know your finances are an important part of your story, but they aren’t the whole story. Your experiences, values, relationships, and dreams…they all shape the life you’re building. That’s why every client has access (at no extra cost) to Juliet Hawley, BMG’s Wellness Director and Certified Life Coach, who partners with our advisors […]
A Milestone Worth Sharing
By Jennifer Malone, CMFC, CFP ®, Partner + Senior Wealth Advisor We are excited to share that BMG Advisors was recently awarded “Summit” level recognition. This comes from being among the top 2% of advisors affiliated with LPL Financial, the custodian for our client accounts and a key provider of the technology, resources, and support that help […]
A Love Letter for Life
By Chris Williams Epie, Associate Advisor You know that one teacher who gets along with everyone? The one whose sense of humor somehow works with every generation of students? The one who can use the latest slang without making everyone cringe (with kids these days, that’s hard to do)? Coming from a family of educators, […]