10/26/2026
Three Days of Learning, Growing, and Preparing for the Future!
We just wrapped up three full days of learning about tax changes, sharing ideas, and connecting with some of the top financial advisors and firms from across the country!
While three days of sitting in meetings can be long, I always walk away with so much knowledge, fresh ideas, and renewed excitement for what’s ahead.
One of the things I’m most thankful for is the friendships and relationships we’ve built with other firms. There is something special about coming together, sharing what works, and helping one another become better so we can serve our clients at the highest level.
We were also excited to bring Chris, our Chief Operations Officer, along this year so he could continue learning, growing, and bringing new ideas back to our team!
At SunRift Capital Partners, we never want to stop learning, improving, or finding better ways to serve the families who trust us.
We are excited about what’s ahead in 2027 and all the opportunities to continue growing and serving our clients even better!
Always learning. Always growing. Always striving to serve better.
