Money Monday!

Jay, Kim, Heather and Jim at Opening Day of Phillies Baseball

Walking the Walk… As a team that focuses on trying to create a good life full of adventures for our clients, we do our best to have some adventures ourselves.  We had a great time cheering for the Phillies on opening day last Friday.  Our motto at Wheeler financial is “Life’s an Adventure… Plan Accordingly,” and that applies to clients and team members alike!  GO PHILS!!!