Jacksonville’s Longest Table

by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious …

B&C Client for a Cause: Diana Crimi & Second Chance Dogs

Giving stray and mistreated dogs a second chance has been a lifelong passion of B&C client Diana Crimi. When she was five years old, her family adopted a rescue dog and her father’s love of dogs is a legacy that Diana carries on. She rescued dogs while attending Florida State University and Jacksonville University, and …

Client for a Cause: Julie Firestone | The Advocates for Human Rights

The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable rights serve as the basis for many international, national and local laws. Unfortunately in today’s world, there are many human rights violations both in the United States and across the …

Client for a Cause: John & Anne McKenzie | North Florida School of Special Education

For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special education teacher, have been volunteering with the North Florida School of Special Education (NFSSE) since they moved to Jacksonville 22 years ago. The couple and their two sons have always …

Client for a Cause: Jess Sternthal | Eckerd Community Alternatives

According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in the foster care system is not always easy, but many working in the field believe it’s one of the most important causes in the United States today. B&C client Jess …

Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab

For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents in New Jersey, Peter returned to Switzerland at 8 years old where he lived until he returned to the U.S. to complete his medical training. After 30 years of active …

Middleburg High School’s First Vystar Academy of Business and Entrepreneurship Reality Fair

It’s never too early to learn about fiscal responsibility – and while that may not be a part of a normal high school curriculum, Middleburg High is making sure its students get a dose of reality. On November 7th, the school hosted its first Vystar Academy of Business and Entrepreneurship Reality Fair where students learned …

Client for a Cause

One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there is something for everyone. For B&C clients Mike and Sharon Koppenhafer, it wasn’t enough to just enjoy the nature around them – they wanted to work to preserve it as …

Client for a Cause: Jean Francis & Mayo Clinic

B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen volunteer at St. Vincent’s in Jacksonville. She earned her BSN at Duke University, and then served in the US Army Nurse Corps where she became a Pediatric Nurse Practitioner (PNP). …

Clients for a Cause: Field of Dreams

Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It is a time-honored tradition, and one that many families look forward to year after year. Larry and Gail Slocum, longtime B&C clients, weren’t sure if their grandsons would ever be …