At the retirement party I mentioned in my last post, I was pleased to meet Chris Doughty and Craig Pluta, both co-founders of The ReAct! Group and Vice Presidents of Ziegler Investment Services, a group headquartered in Milwaukee with an office in Appleton. Both Chris and Craig work with a lot of clients in the Appleton area and have done retirement seminars for people at Kimberly-Clark, where I work. Interestingly, both Chris and Craig are among twelve financial investors nationwide that are honored in a new book, The Trust Equation: The Savvy Investor's Guide to Selecting a Competent, Ethical Financial Advisor by Steve Drozdeck and Lyn Fisher (Fisher LeBlanc Group: Logan, Utah, 2005). I understand that the twelve advisors honored in this book were selected from a pool of 600 or so financial advisors. I think that's quite an honor. I guess I showed enough interest in the book that I managed to receive a free, autographed copy from Chris and Craig. Many thanks, and congratulations!
I truly enjoyed talking with these very sharp gentlemen about investing and financial matters, and was impressed by their knowledge and competence.
Plus I've already learned a few valuable things from this book. Recommended reading.
When I leave a party with a free new book in my hands, you know I had a great time!
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