Partners, Matthew MacNeal, Kathleen Simolike, and Chris Benfer were able to attend another successful Advisor Summit hosted by SEI in Scottsdale, Arizona. It was a great opportunity to learn about the newest tools SEI has to offer and best practices across the industry to help continue improve as a firm and provide the best services to our clients.
Pictured: Matt MacNeal, Kathleen Simolike, Chris Benfer
