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M Financial Group has named Westley V. Thompson as its new President and CEO. Wes will oversee all strategic aspects of M, including the development of resources and services designed to enhance Member Firm success and the […]
In her new role, Kristin McGinnis will be responsible for managing and directing Auctoris’ internal and external communications and strengthen our relationship with constituencies. She will help effectively convey the issues we solve, nurture relationships with clients, advisors, referral sources and prospective clients as well as communicate our […]
GREENWOOD VILLAGE, COLORADO [JUL 25, 2016] – AUCTORIS has announced a new addition to their team: William “Bill” Simmermon.
Bill will serve as a Wealth Preservation Advisor for AUCTORIS. He has applied his financial planning and analysis skills to an affluent clientele consisting primarily of business owners, professional […]