Opinicus Announces Hire of Heidi Ellingson

We are excited to introduce our newest team member, Heidi Ellingson, as the new Wealth Management Assistant. Ms. Ellingson, a registered ParaplannerSM, will work closely with our advisors to provide administrative support during the financial planning and review process with clients. With over 20 years’ experience in…

Financial Outlook 2015

To get a comprehensive assessment of the financial outlook for 2015 including market projections, risk assessments, a discussion of opportunities and challenges, download the following PDF developed by LPL’s Financial Research Center.

Market Landscape Post Midterm Elections

The months of pools, punditry, and posturing are finally over.  After months of uncertainty and waiting, the midterm elections are done, and we now have resolution. The Republican Party made major gains in the midterm elections.  They regained control of the U.S. Senate and the…

Opinicus Announces Hire of Chelsea Ross

Opinicus® Wealth Management has recently welcomed Chelsea Ross as their new Marketing and Finance Associate. Ms. Ross will manage the design, implementation and tracking of an integrated communications strategy to better serve our valued clients. Prior to joining the Opinicus team, she worked in…

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