HeimLantz Wealth Management Team Attends National Conference

Category: News

HeimLantz, CPAs and Advisors, a local public accounting and business advisory firm, is pleased to announce that on November 11th, the firm’s Wealth Management team attended the 2018 National Conference, hosted by 1st Global.

This year, the National Conference was held in Louisville, Kentucky. The HeimLantz group participated in various activities throughout the weekend, including a visit to Churchill Downs, one of the most exclusive sporting events in the world. The group toured the Kentucky Derby Museum and had dinner at Millionaire’s Row.

The 1st Global 2018 National Conference is an annual event that connects inspiring industry leaders, vendors equipped with the latest technology, and guest speakers with some of the top wealth management firms in the country. Attendees participate in presentations, breakout sessions, and networking events throughout the course of the conference. The weekend concludes with an awards gala at which 1st Global recognizes some of the top performing Eagles firms and honors those that have excelled in the industry over the last year.

This year, HeimLantz was presented the Three Diamond Eagle Award, which honors the firm’s commitment to our clients and our outstanding performance for the year. Additionally, Meghan Stogbuchner received the Progressive Ongoing Education Award for her achievements as a wealth management assistant.

Meghan Stogbuchner with David Knoch, 1st Global President, accepting the Progressive Ongoing Education Award










Sheri Winegardner, Kathie Sulick, and Meghan Stogbuchner at the Kentucky Derby Museum










Meghan Stogbuchner (holding the Progressive Ongoing Education Award)










Sheri Winegardner, Kathie Sulick (holding the Three Diamond Eagle Award), and Meghan Stogbuchner (holding the Progressive Ongoing Education Award)











Securities offered through 1st Global Capital Corp. member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.


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