Summer Message - 2014

Lassus Wherley-Summer Message-July 2014

Happy summer.

In case you missed these, the first item is a video of Diahann featured on a second CNBC 30 Seconds To Know segment talking about Roth IRAs. The next four items are CNBC videos where Diahann and other members of the inaugural CNBC Digital Financial Advisor Council share their views on a variety of financial topics. These are followed by links to where we were quoted in the media.


In addition to Diahann and Clare, many of our professionals, including Pat Daquila, Chad O'Brien, Charles Pawlik, Lisa McKnight, Laurie Wolfe, Cynthia Fusillo, and Suzanne Low, have contributed to articles in other publications.

Please visit us at to see these and many other items that may be of interest to you under theIn The News tab.

As always, please let us know if you have any questions.


Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Director, Business Development

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