Spring 2017 Issue of Horizons

In This Issue of Horizons... RubinBrown has much to celebrate right now. This issue of Horizons is abundant with great news to share with you. First, we’re thrilled to announce (on pages two and three) that not only have we expanded to Las Vegas, but we also moved our Kansas City office into new, larger space in the Power and Light District of downtown Kansas City! The move into the Las Vegas market will help strengthen our position as a leader and service provider to the gaming industry. We have been serving this industry for a decade and this provides us “boots on the ground” access in the gaming capital of the United States. The relocation of our Kansas City office downtown provides us the opportunity to participate in the revitalization of the downtown area and be accessible to our clients in both Missouri and Kansas. Our new office is located in the tallest building in Kansas City.

John F. Herber, Jr., CPA, CGMA Chairman & Managing Partner

This Horizons also celebrates the retirement of Jim Castellano. Jim’s 40-year career with RubinBrown has been highly regarded. His impact on RubinBrown, the accounting profession and the business community in general is immense. I personally have learned so much from Jim and appreciate his wisdom and guidance over the years. All of us who have worked with Jim throughout his extraordinary career are all better for having known him. He will be missed. This issue of Horizons is dedicated to our RubinBrown Wealth Advisory Services Group. RubinBrown has been serving clients with wealth advisory services for 15 years, and it is becoming an increasingly larger percentage of the services we provide every year. Our clients asked us to enter the wealth advisory market to help them ensure financial success. This only made sense and so we sought out the best and brightest talent to help us serve you. Today, I’m happy to report that our team is more than 40 team members strong with advisors located in Denver, Kansas City and St. Louis. We’re very proud to have more than $1 billion in assets under management through our investment advisory affiliate firm, RubinBrown Advisors LLC. We recently branded our services as RubinBrown Wealth Advisors and launched a new website ( www.RubinBrownWealthAdvisors.com ). Our tagline, “Integrated Planning For Life,” illustrates our commitment to providing all services related to your financial success. Our clients enjoy wealth accumulation, portfolio management, income and estate tax planning and personal financial planning services – all in one place. Another differentiator is we are a true fiduciary and offer no proprietary products. We are relationship oriented in serving, not transactional…just as we are with our traditional services. I would love to introduce you to our wealth advisors. Feel free to contact me at john.herber@rubinbrown.com or call me at 314.290.3300.

Pleasant reading,

Spring 2017

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