Please join us in congratulating Cooper Ramshaw on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and being promoted to Family Wealth Director at StoryOne....
At StoryOne, the answer is a resounding yes. We not only have deep experience navigating complex financial and estate situations, we thrive on them. Complexity often creates opportunities for creativity, and it is in those moments that thoughtful planning has its greatest impact....
At StoryOne, wealth is never just about money. It is about meaning, direction and the story your family is writing together. In the third episode of the StoryLens podcast, StoryOne partners John Christensen and Cameron Bond sit down with special guest Aimee Minnich to explore the world of impact investing...
We’re thrilled to share Anna Mika has been promoted to Senior Client Services Representative in recognition of her exceptional care, consistency and leadership within our client service team....
We are thrilled to share that Cameron Bond has been promoted to President of StoryOne Family Office. Cameron will continue serving families in his role as Senior Family Wealth Director while stepping into this expanded leadership position to help guide and strengthen our firm....