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, 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....
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....
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....
We thrive in complex situations that require creative, strategic solutions. Our team approaches planning with the perspective of an estate and tax attorney, which allows us to see all the moving parts and how they interact....
We love the opportunity to celebrate the lives and the stories of our employees. This month, we’re learning more about Madi Bayne, Family Wealth Director....
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...
StoryOne is best suited for families with $20M+ in net worth who don’t have a single-family office. We add the most value by serving as the thought leader and architect, integrating all advisors, aligning wealth with mission and values, and building a long-term roadmap for future generations....