Partners Chris Benfer, Kathleen Simolike and Matthew MacNeal had the pleasure of attending another successful Advisor Summit hosted by SEI in Scottsdale, Arizona. The event provided a valuable opportunity to explore SEI's latest tools and gain insights into industry best practices, helping us further enhance our firm's capabilities and deliver exceptional service to our clients.
Pictured: Chris Benfer, Kathleen Simolike, Matt MacNeal
