Client & Community Events

Our relationship with you and your family goes beyond business. It is personal and it is important to us. With that in mind, we host several events throughout the year that are intended to educate and provide an enjoyable experience.​

Past Events

Customer Appreciation Dinner Event at Secreto

June 2024

We enjoyed getting to know our clients even better at Secreto client appreciation dinner.

A group of people are sitting at tables in a restaurant.

Nature's Symphony

Breathtaking colors of our planet
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A group of people are sitting at a table in a restaurant.

Faces of Humanity

Portraits of people from around the globe
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A group of people are standing around a long table in a restaurant.

Sands of Time

Stark beauty of desolate dunes
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A group of people are sitting at a long table in a restaurant.

Beyond Boundaries

Visual odyssey across continents
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Lunch at Iron Age Korean Steakhouse at Halcyon, Lunch and Wine Event -

Wednesday, September 20, 2023

Join us for an authentic Korean BBQ lunch experience at Iron Age Korean Restaurant


When:  Wednesday, September 20, 2023
Where:  Halcyon (across from the CMX Cinebistro), 6710 Town Square #110, Alpharetta, GA 30005
Time: 11:30 am - 1:30 pm

Pickleball, Lunch and Wine Event -

Friday, September 8, 2023

Join us for pickleball, lunch and wine event at the Tennis Pavillion at Dunwoody Country Club.


You may either attend as a "Spectator" upstairs in the air conditioning or as a "Player".  We will be hosting a beginners clinic and a pickleball round robin with two pros.


When: Friday, September 8, 2023

Where: Dunwoody Country Club Tennis Pavilion, 1600 Dunwoody Club Drive, Atlanta, GA 30350

Time: 10 am - 1 pm

Customer Appreciation Dinner Event at Tam's Backstage

Thursday, August 10, 2023 
Thank you everyone who joined us for dinner this summer at Tam's Backstage in downtown Cumming. 

Customer Appreciation Dinner Event at Tam's Backstage
A group of people are sitting at a table in a restaurant.
A man and a woman are posing for a picture in a room.
A group of people are sitting at tables in a restaurant.
A group of people are dancing in a room.
A group of people are standing in a room talking to each other.
A group of people are standing around tables in a room.
A group of people are standing in a room talking to each other.
A group of people are standing in a room talking to each other.
A group of people are standing around a table in a room.

Travel Group - Day Trip to the Wineries #1

February 17, 2023 -

Thank you to everyone who attended our North Georgia Winery Trip. What an absolutely great time we had exploring Montaluce and Cavender Creek Vineyards. 

A group of people are posing for a picture in a factory.
A large house with a lot of windows and flowers in front of it
A group of people are sitting in the back of a van and smiling.
Two glasses of wine are sitting on a table with a view of a forest.
A group of people are sitting at tables in a restaurant.
A group of people are sitting at a table with wine glasses
Two women are posing for a picture in front of a vineyard.
A man and a woman are posing for a picture in front of a wooden door.
A group of women are sitting at a table with wine glasses.
A group of women are standing next to each other in a room.
Three women are sitting at a table holding wine glasses.
A bowl of good life sits on a wooden table

Open House Event November 2022

Thank you to everyone who joined us at our Open House Event on November 3rd. And, for those who could not join us, we'd love to see you soon in our new offices!!!

Paella and Sangria Dinner at Lake Lanier

September 8, 2022

​Thank you to Darcy and Steve for co-hosting our amazing summer lake event. With over 50 clients in attendance, we had an amazing evening!

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A group of people are standing around a table serving food.
A group of people are sitting at a table eating food.
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A man and a woman are sitting on a couch eating food.
A man and a woman are posing for a picture on a porch.
Two women are sitting next to each other at a table.
A group of people are posing for a picture in a backyard.
Two women are posing for a picture on a stone porch.
Three people are standing next to each other on a porch holding wine glasses.
Two women are posing for a picture together in front of a stone wall.
Two women are posing for a picture while sitting at a table.

Ray's at Killer Creek Client Appreciation Dinner 2022

2022 has seen some waves throughout the market. We were happy to provide an opportunity for our clients to hear the updates on the current outlook of the market and gain insight on upcoming trends. While welcoming our growing team, we were so happy to see everyone and enjoy a great meal at Ray's Killer Creek. 

A group of people are posing for a picture in a restaurant.
A group of people are sitting at a table with plates of food.
A group of people are sitting at a table in a restaurant.
A group of people are sitting at tables in a restaurant.

Client Appreciation Dinner 2021

In October, we celebrated an opportunity to be together again at Sugo. David and Darcy enjoyed sharing a delicious dinner with clients and reconnecting with friends. "We are so grateful for all who could come, it really was a marvelous night, and we hope to see everyone again soon". 

A table topped with a bunch of bags filled with cupcakes and sunflowers.
A group of people are sitting at a long table in a restaurant.
A group of people are sitting at a long table in a restaurant
A group of people are sitting at a long table in a restaurant.
Two women are sitting at a table with a glass of wine.
A man and a woman are sitting at a table with wine glasses
A group of people are sitting at a table in a restaurant
A man and a woman are posing for a picture at a table
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Client Luncheon 2021

The Mill in Roswell provided a perfect opportunity to have a luncheon. David and Jennifer enjoyed the quintessential southern charm with gourmet farm to fork fare. We were so grateful that we could show our appreciation for our clients by gifting delicious Nothing Bundt Cakes. 

A group of people are sitting at a long table.
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A man and a woman are sitting at a table with a vase of flowers.
A man and a woman are sitting at a table smiling
A group of people are posing for a picture on the steps of a building.
A man and a woman are sitting at a table with a vase of flowers.
A man and a woman are sitting at a table with flowers in a vase.
A man and a woman are posing for a picture at a table.
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Investing in an Election Year - September 2020

Matt Robinson from the Capital Group presents information regarding the economy and historical markets throughout election years. Click the link to view the recorded Zoom presentation.
​View Zoom 

Client Appreciation Dinner 2019 

On a picturesque evening at the beautiful Montaluce Winery, David and Darcy treated their clients to a delicious dinner and wine tasting. It was so wonderful to see everyone and spend the evening eating great food, catching up with familiar faces and meeting new friends.

A view of a vineyard from the roof of a building.
A man and a woman are standing next to each other on a balcony overlooking a vineyard.
A group of people are standing in a room talking to each other
A group of women are standing in a room talking to each other.
A group of people are standing around a long table in a restaurant.
There is a pond in the middle of the field.
A group of people are sitting at long tables in a restaurant.
A group of people are standing around a table talking to each other.
A man in a wheelchair is talking to two other people
A group of people are standing in a room talking to each other.
An aerial view of a vineyard with tables and chairs.
A group of people are standing in a room talking to each other.
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Economic Update

2018 has been a bumpy year for the stock market, and the Federal Reserve is continuing to take tightening measures in an attempt to manage employment and inflation.  On November 1, 2018 we hosted a brief update on the economy by Matt Robinson from Capital Group.

eSpring 2017 - Two Tours of the Globe

Hear from a seasoned traveler and professional travel consultant about some of the most beautiful spots on the planet.

  • Bucket List Destinations
  • Off the Beaten Path Spots
  • Finding Value & Timing the Seasons
  • Smart Travel and Staying Safe

We will also discuss financial strategies and tip on how to better invest your money to make your travel dreams a reality.

HELPING YOU FIND YOUR HAPPY PLACE

November 2, 2017 – Cybersecurity Event

In November we hosted a client dinner and Cybersecurity/Identity Theft presentation. We had several great speakers that provided valuable information to help all of us protect ourselves from the risk of identity theft.  Cybersecurity continues to be an increasing risk for all of us so we are hopeful you will implement your learnings to further protect yourself. We have linked videos, below, of the 3 speakers from that evening so you can view at a time that is convenient to you. 

Officer Lins from the Forsyth County Sheriff’s Department:

Nan Brown from Fidelity Bank: ​


Melissa Sanders from Trust Company of America:

October 7, 2017 – Skedaddle for Scholarships 5K

As a team-building experience, we all participated in the Skedaddle for Scholarship’s 5K. The 5K is hosted by Buford’s Masonic Lodge and benefits area high school graduates. We had a great time participating with the community and even took home some medals!

A group of people standing under a blue tent in a park

Darcy also a proud medalist!

Excited to see the finish line!

The team participating in the Skedaddle for Scholarship 5K in Buford Oct 7, 2017

June 10, 2017 – Summer Cookout and Fun at Lake Lanier home

We value the relationships we have with our clients and believe it is important to make opportunities to strengthen them. Having an excuse to gather – other than reports and numbers – helps us to better understand our clients goals and dreams.

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    Summer Cookout and Fun at Lake Lanier home

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  • A large swimming pool surrounded by chairs and umbrellas in front of a house.

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    Summer Cookout and Fun at Lake Lanier home

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We’ll take the time to understand why you‘re investing and help you stay on track.