People in the News

Rick Tomalty: I'm having more meaningful conversations with my clients thanks to Knowledge Bureau

“The training and insights gained through completing the MFA program have vastly expanded the level of services that I am now confidently able to provide. The Knowledge Bureau’s toolbox simplifies the complex, allowing deeper, more meaningful conversations with clients.” —Rick Tomalty, CFP, CLU, CH.F.C., CHS, MFA — Senior Partner and Financial Advisor