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    Atlas Highlights – Fall 2021

    As we drift into cooler weather we have a few exciting announcements for you!

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  1. Planning on Call: Diversity in Healthcare, Interview with Dr. Jen Lee, health policy and social justice advocate

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  2. Planning on Call: Merging Lives and Starting a Family Part 2, Interview with hospitalist Dr. Mike Brunnquell

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  3. The Atlas Advantage: A Decade in Review

    By Kollin F. Allard, CRPC® | kallard@atlaspwm.com

    Erik the Red, Ferdinand Magellan, Blackbeard, and countless others depended on Atlas to guide them safely to their final destination. It makes me think of our business – the journey we have gone through as a firm, our role in the industry, and how we educate and navigate our clients down a path targeting their unique life goals.

  4. Winter 2020 Atlas Highlights

    Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.

  5. Planning on Call: Merging Lives and Starting a Family Part 1, Interview with spouse Katie O’Hea

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  6. Discussion with John Ogle, Atlas Chief Investment Officer – Investing 101

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  7. Planning on Call: Interview with Nate Van Kouwenberg, Health and Fitness of High Performers

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  8. Planning on Call: Interview with Brandon Unger, a Lifetime Student of Insurance

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

  9. Planning on Call: Interview with Hospital CEO, Mary Ellen Wells

    By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com

    Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

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