12th Annual UTC Ambassador Event

Over 120 AdviceOne clients from UTC companies joined hosts Michael Grossman, CFP®, Carlos Henriques, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Lorie Schappert, RFC® and Bria Doherty at The Riverhouse at Goodspeed Station for cocktails, dinner and dancing.  Dozens of household items as well as generous checks were collected for Journey Home, an organization whose mission is to end chronic homelessness in Greater Hartford. One of their initiatives is “Making a House a Home,” gathering household items for individuals and families for whom they help find housing.  We look forward to this event every year and love to see our UTC clients, current and retired, reunite for a relaxing evening.

Rockford Open House

We are excited to announce we have opened our newest AdviceOne branch office in Rockford, Illinois! Thank you to everyone who attended our Open House event to help us celebrate the occasion.

Michael Grossman’s 2017 AdviceOne Advisory Council

We are pleased to introduce Michael’s 2017 Advisory Council Members.  The council members meet with Michael and his team to discuss ideas to improve the AdviceOne experience for our clients.  They are, left to right: Bob and Maria Manzi, Tim and Claire Lewis, Michael P. Grossman, CFP®, David Bonsall, and Stacy and Bob Malecki.

2017 AdviceOne UTC Ambassador Dinner in Rockford, IL

AdviceOne UTC clients joined Carlos Henriques, CFP® for AdviceOne’s second annual UTC Ambassador Dinner Event in Rockford, IL.  From left to right: Marion and Bob Guirl, Carlos Henriques, Brad and Andrea Ewald, Belinda and Don Chritz.

Carlos Henriques' 2017 AdviceOne Advisory Council

We are pleased to introduce Carlos’ 2017 Advisory Council Members who meet with Carlos and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Vince and Nicole Sidwell, Jim Bober, Randy and Pat McKinney, Carlos Henriques, CFP®, Rich McClure, and Maria and Nick Ruotolo.

2017 AdviceOne Glastonbury Ambassador Dinner Dance

AdviceOne Ambassadors gathered at Glastonbury Hills Country Club in May to enjoy cocktails, dinner and dancing.  Hundreds of items were collected for Smilow Cancer Hospital to send to adults and children battling cancer.  Over $900 was also collected to donate to the hospital.  Thanks to AdviceOne clients, advisors and staff for your generous donations!

Tim Miller's Cassidy Hill Winery Event

Clients joined Tim Miller for his AdviceOne Winery Event.  Everyone enjoyed a glass of wine from Cassidy Hill Vineyard while enjoying the beautiful weather. Thank you to those who attended and special thanks to those who brought friends and colleagues to introduce to Tim and to AdviceOne.

Carlos Henriques' City Steam Brewery Event

Clients joined Carlos Henriques at City Steam Brewery in Hartford for delicious beers, fun games and a wonderful dinner. Thank you to everyone who attended this event and special thanks to those who brought guests to introduce to Carlos and to AdviceOne!

Lorie Schappert's Ambassador Kayaking Trip

Clients joined Lorie Schappert for her third annual AdviceOne Ambassador Kayaking Trip.  We couldn't have asked for a better day on the water with blue skies and the scenic Old Lyme coastline.  Thank you to those who attended, and special thanks to those who brought friends and colleagues to introduce to Lorie and to AdviceOne.

Neil Goldberg’s Stony Creek Brewery Event

Clients joined Neil Goldberg for his second annual AdviceOne Brewery Event.  Everyone enjoyed a Connecticut craft beer while taking in the scenic background of the Branford Harbor.  Thank you to those who attended and special thanks to those who brought friends and colleagues to introduce to Neil and to AdviceOne.

2017 AdviceOne Charlotte Ambassador Dinner

AdviceOne clients and their guests joined Michael Grossman, CFP® and Tim Miller, CFP® for an Ambassador Dinner Event in Charlotte, NC.
From left to right: Tim Miller, Kelly Miller, Theron and Liz Simpson, Kathy Wall, Debby Groenhout, Michael Grossman, Greg and Renee Shedeck, Mike Groenhout, and Kevin Gordon.