| Date | Description |
|---|
| 2025-03-26 |
update person_description Bev Meyerhoff => Bev Meyerhoff |
| 2025-02-23 |
delete person Erik Kozakowski |
| 2025-01-21 |
update person_title Jason Vesely: Wealth Consultant => Wealth Advisor |
| 2024-12-21 |
insert person Jason Vesely |
| 2024-03-15 |
delete person Kennedy Kozakowski |
| 2024-03-15 |
insert person Konner Christie |
| 2023-05-06 |
update person_description Kennedy Kozakowski => Kennedy Kozakowski |
| 2023-05-06 |
update person_title Kennedy Kozakowski: Wealth Advisor => null |
| 2023-05-06 |
update person_title Michael Thompson: Partner & Wealth Advisor => null |