Looking to begin your investing journey? Dive into Alex Miller’s latest Beautifully Frugal blog where she shares insight on her first $100,000 invested and lessons learned along the way.

Understanding Student Loans and Navigating Your Financial Future: Before taking out a loan, ensure you fully understand all its implications so you can achieve a successful education. Learn more in this month’s Beautifully Frugal.

In this month’s “Beautifully Frugal” blog, I’m excited to introduce you to one of our Wealth Advisors, Konrad Zagzebski! Konrad joined our team in January of 2024 and has recently moved to the Green Bay Area. Before joining the KerberRose Team, Konrad was a financial advisor for more than six years, helping clients pursue their wealth objectives. Read my latest blog for a Q&A interview on what influenced his financial advisor path, his experience in the field, and the challenges he sees the industry facing.