Tri-Harbor Financial Group’s Post

Happy Labor Day! Today, we honor the hard work and dedication of our incredible team. Your commitment drives our success and inspires us every day. Thank you for your relentless pursuit of excellence. Enjoy this well-deserved day of rest and celebration.

We want to recognize the efforts of all women in the finance sector, especially leaders like Kali Macera. Kali has been an important part of our team since 2014. We appreciate everything you do! 👏 Interested in joining our team? Visit: https://lnkd.in/gbKYei5c to learn more!

At the heart of our organization is the inspiring motto, “If you can see it, you can be it.” We are dedicated to fostering a culture that is genuinely inclusive and welcoming. Whether you have been with us for 20 years or just 20 minutes, we strive to ensure that every team member feels empowered and supported. Our leadership is committed to championing diversity and inclusion, creating an environment where all voices are valued and encouraged. Join us in building a brighter, more inclusive future together. Visit: https://lnkd.in/eqybyJvX to learn more.

Last week, a few dedicated volunteers gathered to support Publicolor! Publicolor is an innovative educational youth development organization that empowers students facing immense life challenges for academic and career success through a multi-year project-based continuum of programs.

Congratulations to Christina Wang (she/her/hers) and Jackson Brewster Gray for being named among the Top 10 LGBTQ+ segment leaders in the country! Our success as a leader in the financial industry is fundamentally rooted in our culture of inclusion and respect. The insights, perspectives, and creativity of our LGBTQ+ team are vital in providing the innovative solutions our clients need. We are dedicated to fostering a safe and equitable work environment and offering the guidance and products that our LGBTQ+ clients deserve.

We had a fantastic evening spending time with our wonderful clients at Hamburger America! Audrey L. Polinsky - CFP, CLU, RICP, CLTC, JD, Jonathan E. Romero, Jr., CLU®, ChFC®, RICP®, CLTC®, Candid Wealth Advisors | Northwestern Mutual, Eveready Financial, Matthew Leopold, CFP, Jonathan Taylor, & Mike Morrissey.

We would like to acknowledge the contributions of all women in the finance industry, including leaders such as Amy Bosso. Amy has been a valued member of our team since 2023. Thank you for all that you do! 👏

Forbes and SHOOK Research have released their list of the Top Next-Gen Wealth Advisors, and we are thrilled to share that Matthew Cutter CLU®, ChFC®, WMCP®, CFP®, Scott DeSantis, and Adam Riegel have received this honor. Our advisors not only shine in the finance sector but also play pivotal roles within our firm as leaders and mentors to their peers. What distinguishes them is their steadfast dedication to their clients. They recognize that wealth management goes beyond mere financial planning; it involves fostering enduring relationships, comprehending unique goals and needs, and assisting clients through a frequently intricate journey.

We strive to foster a culture that values diversity and inclusion. We take pride in the impact our ongoing initiatives are having within our workplace and communities, a commitment that has been acknowledged by the leadership at Northwestern Mutual. We would like to thank Ellen Singer for her significant contributions to our firm, shaping our present and paving the way for a brighter future! 👏