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APRIL | Birthday Lunch

Wed, Apr 22

|

12740 N River Rd

Join us for a casual lunch, bring a guest to celebrate another trip around the sun!

RSVP
APRIL | Birthday Lunch
APRIL | Birthday Lunch

Time & Location

Apr 22, 2026, 12:00 PM – 1:00 PM

12740 N River Rd, 12740 N River Rd, Mequon, WI 53092, USA

About the Event

Please join us for a casual gathering in the Gentian Hall. We look forward to celebrating you with coffee, lunch, connections, dessert, and a focus on growth mindset and new experiences!


We want to continue learning about you. This year we ask everyone to please email a picture of your favorite hobby or pastime, with a few sentences about why you enjoy it! Please include a recent headshot so other guests can strike up a conversation. With luck, you'll come away with something new to try while inspiring others to broaden their horizons as well!


We can't wait to see how you enjoy spending your free time! (Feel free to bring a guest)


(Send pictures to jennifer.podolak@raymondjames.com)

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Unable to attend in your birthday month?

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The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.  

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