Fulcrum Partners Team Members Receive Top Honors

Fulcrum Partners Team Members Receive Top Honors at Summit 2022

March 11, 2022

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Fulcrum Partners Team
Left to Right: Sam Robert, Tom Chisholm, Monte Harrick, Mike Powers, Adam Monson, Phil Currie, Kenny DePaola, and Chris Nyland

Last week, eight members of the team at Fulcrum Partners, a OneDigital Company, were honored for their accomplishments and leadership in 2021.

Hosted in downtown Atlanta, at the Hilton Atlanta, with a special awards ceremony at the Mercedes-Benz Stadium, March 2-4, the event included opportunities for the Fulcrum Partners honorees and other participating team members to attend sessions, network, and celebrate the accomplishments of the team.

Recognized as Members of the Presidents Club were:

Recognized as Members of the Pinnacle Club were:

Phil Currie Fulcrum Partners a OneDigital Company
Left to Right: Adam Monson and Phil Currie
Fulcrum Partners Team Members
Left to Right: Tom Chisholm, Kenny DePaola, and
Monte Harrick
Mercedes Benz Arena Atlanta Fulcrum Partners
Mercedes-Benz Stadium

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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