Last month our team engaged in conversations shaping the future of our profession, celebrated key milestones, and continued to build momentum in the way we serve clients and support one another. Explore the highlights from a month defined by growth, perspective, and shared purpose.

Type One Fitness, a nonprofit dedicated to supporting families affected by type 1 diabetes, has been selected to receive a $10,000 Gold Award donation from the MassMutual Foundation through its national Community Service Awards (CSA) program. This honor recognizes the outstanding volunteer service of financial advisor Chloe McKee, whose leadership and commitment have made a meaningful impact on the T1D community.

Over the past month, our team stepped outside the day‑to‑day to connect, learn, and show up across conferences, community events, and moments that brought our people together.

Last month brought a series of meaningful moments for our firm, marked by industry engagement, leadership development, and gatherings outside the office.

March was a busy month across the firm, with a range of events that brought people together in different ways. From team gatherings to industry moments, it was a chance to stay connected, share perspectives, and keep building on the momentum of the year.

February was filled with moments that brought our people together. These events reflect the culture we’re intentional about building every day: one rooted in collaboration, community, and showing up for one another.

January set the tone for an exciting year at the firm. From team gatherings to culture-focused events, our community came together to celebrate successes, connect with one another, and kick off 2026 with energy and momentum.