Sheila Lawrence named onto Boston board of SCS Noonan Scholars


Sheila Lawrence, MALD, CFP®, CAP®, has been appointed to the Boston board of SCS Noonan Scholars where she will continue to increase the value and meaning of the program. In her work, Sheila is passionate about helping clients define and achieve their goals, guiding families in fully aligning their financial management with their values. She applies this passion for helping others to her work as a mentor for SCS Noonan Scholars and as a mentor to students.


Roy Ballentine featured in “The Dimensions of Leadership,” the October Issue of Inside Information


What IS leadership? How do you cultivate it? Founder and Executive Chairman Roy Ballentine, ChFC, CFP®, was featured in the October issue of Bob Veres’ Inside Information where he shared his views on what makes an effective leader.


Drew McMorrow spoke on how firms can define and communicate their identity


President & CEO Drew McMorrow, MBA, CFP®, spoke at The Family Wealth Alliance Fall Forum where he led a panel discussion on differentiation and brand awareness.