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…
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…
At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…
At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support. You can read more about which charities…
In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…
At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…
At the Firm We held a chocolate chip cookie baking contest in October. The CCMI team (and spouses) had six entries in the contest,…
At the Firm CCMI is pleased to welcome Abby Baumgartel as our newest team member. She joins the CCMI team after spending the majority of…
At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…
We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he earned…