Jordan Shaw joined APS in June 2018 as a Wealth Management Project Specialist on the Operations Team. Jordan is a summa cum laude 2018 graduate of Liberty University, where he received a Bachelor of Science in Business Administration/Financial Planning. Jordan showcased his talents in 2017 as APS’ summer intern and we believe proved himself to a valuable future asset to … Read More

We are profoundly saddened by the passing of Sandra Bleeker, who was a previous APS staff member and a friend to many. Sandra worked with APS as a part-time Administrative Assistant from 2014 to 2017, where her bright smile and friendly demeanor were always a warm welcome to both our clients and our staff.  She was a hard worker and … Read More

In early 2018, APS began beta-testing email-to-text functionality with a small group of clients.  This new capability is meant to help us make relatively urgent contact with you in a non-invasive manner, as well as to deliver other information to you in a timely manner. Beginning in June of 2018, we are offering this to all clients at your individual … Read More

On Thursday, April 19, APS hosted 85 clients in our twenty-fourth installment of WorldWatch at PineCrest Country Club. Our theme was “Be Prepared”. Various staff members presented topics related to the capital markets, US and global economy, health care technology innovations, APS technology reviews, the 2017 Tax Cut and Jobs Act, and numerous estate planning probate avoidance concepts. APS also … Read More

Please join us in congratulating Erik for successfully completing the educational program to become an Investment Adviser Certified Compliance Professional! The Investment Adviser Certified Compliance Professional® (IACCP®) designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. The designation signifies knowledge of … Read More

Please join us in congratulating Zahia for successfully completing the educational program to become a Certified Estate and Trust Specialist! The program consisted of coursework and a “final exam” Case Study in which the application of book knowledge is applied to a real life situation. APS’ Estate Planning Department now has Darlene Palmer and Zahia Dolenti holding the CES™ designation, … Read More

In addition to his responsibilities as Director of Operations, Erik will become the firm’s CCO in early 2018. This role is being transferred to Erik from our current CCO, Rick Volpe, who has served in that capacity for the past 2 years. The CCO for a Registered Investment Advisory firm like APS plays a crucial role in fostering integrity in … Read More

During the past two years, Kristen has been working behind the scenes to integrate new technology into our business. Many previously manual business processes are now streamlined and automated, improving the efficiency of our operations. As a result of her attention to detail and skillful management of this function, Kristen was promoted to CRM Administrator during the 4th quarter of … Read More

We thought this might grab your attention! In October, Rick, along with two of his clients, served on his 14th week-long service project with Wilderness Volunteers. The focus of this year’s project was “invasive species” removal in Zion NP, Utah, under the guidance of National Park Service rangers. Russian thistle, aka tumbleweed, is a non-native plant that has become a … Read More