Honoring Tom Brennan’s Legacy and the Importance of Disability Insurance On September 27, 2024 — his 52nd birthday — financial planner, U.S. Army veteran, and beloved friend Tom Brennan made his final stand after a fierce, remarkably long war against multiple myeloma and pancreatic cancer. Known to those closest to him as “Titanium Tom,” he […]
Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the […]
MB Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to […]
Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the […]
At MB, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In October and November, we were excited to welcome Dylan Mason, […]
On Thursday, October 12th, MB Treasures’s Toledo office celebrated its 7th Annual Silent Auction, a heartwarming event that brings together associates, local small businesses, and corporate sponsors in support of The Victory Center. Last year, the event successfully raised funds for this exceptional organization, and this year, MB Treasures Toledo continued its commitment […]
At MB, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In June, we were excited to welcome Nate Eberly, Ron Maxwell, […]
At MB, our culture isn’t just what we say, it’s what we stand for and what makes us who we are. We know that our greatest asset is each other. We work together, celebrate together, serve our clients together – and we welcome together. In May, we were excited to welcome Steve and Dallas to […]
On Mother’s Day (and always), we honor and show appreciation for the loving women who help make us who we are. Mothers can be many things – a first friend, a guiding light, a teacher, a protector, a role model, to name a few. But one thing is certain…no one can take her place. In […]
Her Money Counts is a women’s empowerment initiative launched in response to our female financial planners noticing a disparity in treatment among professional women by the financial industry. When discussing these issues with their female clients, they learned the greatest deterrents to reaching out for financial planning assistance was the failure to be heard, finding […]