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2025 Year in Review


Click here to read our year in review


As we reflect on 2025, we’re reminded that what made this year meaningful wasn’t just the work we did, but the people behind it.


Our 2025 Year in Review captures a year defined by collaboration, shared experience, and a collective commitment to doing what’s right for our clients and partners. From thought leadership and national recognition to client success stories, events, and team milestones, the year was shaped by trust, care, and the power of bringing expertise together.


Looking ahead to 2026, our focus remains the same: delivering thoughtful solutions, strengthening relationships, and helping families and businesses plan with confidence.


Explore our 2025 Year in Review by clicking the image above or the button below.




 
 
 
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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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