Growtrust Partners

☀️ Summer officially started at our office!

Food from PizzaMI and Dune Buggy, ice cream from Too Talls, and plenty of great conversation made for a perfect afternoon. We're especially proud to support the entrepreneurial spirit of our team members' families. 🍕🍦

529 Day = the perfect excuse for a throwback post 🎓✨

Sharing some high school and college memories from our crew because everyone deserves to relive their yearbook era at least once.

We will be closed Monday, May 25th in observation of Memorial Day.

We hope everyone has a great weekend!

Please give a warm welcome to Growtrust Partners!

Located in Ada, Christopher Engle, CHFC®, CFP®, AEP® was one of the founding trio behind the firm and today works alongside his daughter Rachel Dick, MS, CFP®, AWMA™ to continue serving individuals, families, and business owners with a relationship-centered approach to financial planning.

Their work reflects values that resonate deeply within the family business community: trust, stewardship, and planning for future generations.

We’re grateful to have Growtrust Partners as part of the FBA community.

https://www.growtrust.com/

Growtrust Partners 🤝 Derby Day

Somehow we all grew up and got jobs…
this is who is on the other side of the emails now!

Happy Tax Day!

Filing happens today, but smart planning is what carries you forward all year long!