Thank you for the support and trust that you have placed in StoryOne. We are extremely grateful for you, your family, and the support that you have shown us, it is an honor to serve you. We hope that you get to spend the holidays surrounded by family...
The following items have deadlines that may affect your year-end planning. If there are any of these items that are appealing to you, or that have not been completed, please let us know. We want to get started on these types of items right away, as year-end gets very...
In Episode 6 of the StoryLens Podcast, StoryOne partners John Christensen and Cameron Bond sit down with Rick Boxx, founder of The Unconventional Business Network, to explore various options for a kingdom-minded business transition. They talk about integrating faith at work, the emotional weight of exits, and how to steward...
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....
Please join us in congratulating Cooper Ramshaw on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and being promoted to Family Wealth Director at StoryOne....
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....
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 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....
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 love the opportunity to celebrate the lives and the stories of our employees. This month, we’re learning more about Austin Kaufmann, Associate Client Services Representative....