Client Service

Advisers Giving Back: Sean Patton

Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the Rochester community, from supporting breast cancer research advocates to helping run an adventure camp for children and young adults with disabilities.

The Inner Workings of HSAs

Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules plan sponsors should know.

Advisers Giving Back: The Barry Family

John Barry says giving back has always been important to his firm and his family, though the means of doing so have shifted over the years, from coaching youth sports to mentoring the first-ever rising class of female Eagle Scouts.