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 …
Hello one and all! We are adding this column, “What’s up at Shadowridge,” to give you a peek into the eventful lives that your friendly neighborhood Shadowridge Asset Management employees lead outside of the workday, or on the rare occasion, inside of it. This month, Laura had the opportunity to …
What’s Up at Shadowridge? Please help us welcome the newest face to the Shadowridge Team: Kinley Redfern, our new Administrative Manager. Actually, Kinley’s presence is not completely new to us. Last summer, she worked with Shadowridge as an intern while she was completing her final year at Texas A&M University. …
