Jacksonville’s Longest Table
by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook…
B&C Client for a Cause: Diana Crimi & Second Chance Dogs
Giving stray and mistreated dogs a second chance has been a lifelong passion of B&C client Diana Crimi. When she was five years old, her…
Client for a Cause: Julie Firestone | The Advocates for Human Rights
The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable…
Client for a Cause: John & Anne McKenzie | North Florida School of Special Education
For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special…
Client for a Cause: Jess Sternthal | Eckerd Community Alternatives
According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in…
Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab
For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents…
Middleburg High School’s First Vystar Academy of Business and Entrepreneurship Reality Fair
It’s never too early to learn about fiscal responsibility – and while that may not be a part of a normal high school curriculum, Middleburg…
Client for a Cause
One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there…
Client for a Cause: Jean Francis & Mayo Clinic
B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen…
Clients for a Cause: Field of Dreams
Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It…
Leukemia & Lymphoma Society Honor
Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer…
Clients for a Cause | Judy Jameson
Osher Lifelong Learning Institute (OLLI) Member-Owned and Member-Operated Lifelong Learning for those over 50 Post written by Judy Jameson
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