TrustBank Top-Of Mind At Topgolf!

2018 Oct 09

TrustBank hosted Arizona accounting, insurance, legal and estate planners and the Executive Director of the Financial Planners Association of Greater Phoenix, in an experience at Topgolf for an informational reception and golf outing.  Despite “driving” rain,  Topgolf was a perfect setting for a fun, relaxing and informative evening learning about TrustBank’s unique Investment approach utilizing cutting edge investment strategies, featuring TrustBank’s own Jason Richards, CFA, Senior Portfolio Manager.  For further information on TrustBank’s Custom Investment Strategies, contact Phil Hotchkiss at  480-883-6809 or John Chichester at 480-883-6815.

A special thank you to:

Melissa Kemp, Executive Director, FPA of Greater Phoenix 

Rob Cimato, Priority Insurance Associates 

Victoria Turns, Priority Insurance Associates 

Gregory Poulos, Poulos Law Firm 

Edward Hooper, Hooper Accounting & Tax 

Scott Erickson, Frazer Ryan Goldberg & Arnold LLP 

Alan Gold, MGKS

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