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Phoenix Board Member Receives Recognition

One of our board members has been recognized by Forbes Magazine!

Congratulations to Jamie Grupe, a Phoenix Board Member, for being named a Forbes' Best-in-State Financial Advisor for 2021! We celebrate this major accomplishment with Jamie and thank him for his dedication and time on the Phoenix Board of Directors and the Special Events Committee. Jamie is Treasurer of the Board and has been on the board since 2018.

“While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward,” said Jamie. To learn more about him, you can visit his website here.