Welcome, Will Hepburn and Yvette Zurita!

This month we are thrilled to announce that Hepburn Capital Management has merged with Shadowridge Asset Management.  This independent RIA firm headquartered in Prescott, AZ, brings over 30 years’ experience to our team, and we’re delighted to have Will and Yvette join Shadowridge. Will Hepburn is an off-Wall Street leader …

Podcast Feature

Laura has been a featured guest on a podcast! “Heart to Heart with Anna” is a podcast for the congenital heart defects community.  “Heart Mom” Anna Jaworski provides information and resources to empower, educate, and enrich the lives of those families affected by heart defects.  Earlier this year, Laura was …

Special Announcement!

Ryan has been elected to be the next Vice President of NAAIM (National Associate of Active Investment Managers).  This national non-profit organization of more than 100 members works with registered investment advisors who provide active money management services to their clients.  NAAIM members have included CNBC personalities, trendsetters, and past …