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 …
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 …
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 …
What’s Up at Shadowridge? Please help us welcome the newest face to the Shadowridge Team: Phil Lebkuecher, our new Investment Advisor Representative We are so excited to announce that our Shadowridge Team has a new member! Phil Lebkuecher (LEB-ketch-er) joined us last month and has been charming us with his …
We’ve been hard at work with improvements to our firm… Ryan is working toward earning another certification in addition to his ChFC® (Chartered Financial Consultant®). The certification he is working toward is called Chartered Market Technician® (CMT) and requires that he pass 3 exams to earn this credential. In December, …
We’ve been hard at work this summer. Usually, summers are quiet for us, but this year has been an exception! In the past few months, Laura has attended the FPA Invest in Women Conference in Dallas where she connected with and learned from fellow women in the industry including Sallie …
We truly appreciate your business and friendship. As summer begins, we’d like to return the favor by sharing our top picks to help jump start your summer reading. Who knows? You may learn something AND have fun! Laura’s Pick for 2018 The Art of Money by Bari Tessler Bari Tessler …
These last few months at Shadowridge have been eventful, to say the least! Ryan had a spontaneous opportunity to fill-in for another musician, playing bass at a multi-day music festival in Spain during this past September. While there, he traveled to four villages in southern Spain with a band based …
Exciting news here on the Shadowridge front! We have been submitting to news sources from across the United States and Laura was featured in an article on InsuranceNews.net! This was when the DOL Fiduciary Rule came out in the beginning of June. You can find the article titled, How the …
The Shadowridge Team has been working hard at enhancing our client experiences. After returning from two large conferences, Ryan, Laura, and Kinley are brimming with ideas to implement into the firm. During the first week of May, Ryan and Kinley traveled to San Diego for the annual NAAIM (National Association …
