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CCMI Team Category
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Out & About – April 2022
28 Apr 2022 by: CCMI

At the Firm CCMI filed the latest Client Brochure/ADV and Form CRS compliance forms and sent them to all existing and prospective clients.    March Madness…

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Out & About – March 2022
29 Mar 2022 by: CCMI

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

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Out & About – February 2022
25 Feb 2022 by: CCMI

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

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Out & About -January 2022
27 Jan 2022 by: CCMI

At the Firm The team completed rebalancing in the first week of the year as we looked to trim areas that had overgrown their target,…

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Out & About – August 2021
31 Aug 2021 by: CCMI

At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

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Out & About – May 2021
28 May 2021 by: CCMI

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

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Decision-Making in a Time of Uncertainty
27 May 2021 by: Kim Benson

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

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Out & About – April 2021
29 Apr 2021 by: CCMI

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…

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Out & About – March 2021
30 Mar 2021 by: CCMI

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

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Out & About – February 2021
24 Feb 2021 by: CCMI

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

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