JL Smith and our Clients Were Proud to Champion Red White and Blue on the Green
At JL Smith Holistic Wealth Management, community support is more than a commitment—it's a heartfelt endeavor. This was vividly demonstrated on Monday, June 24, as our team hosted an unforgettable charity golf outing at the stunning Valley of the Eagles golf course in Elyria. The goal? To rally support for Northeast Ohio’s chapter of Folds of Honor, an organization dedicated to providing educational scholarships to the families of America’s fallen and disabled service members.
The event exceeded all expectations, raising an incredible $10,000! Participants came together with a spirit of generosity, raising $5,000, which was then graciously matched by JL Smith Holistic Wealth Management, making it possible to fund two much-needed scholarships. Our team, including Bryan Bibbo, President, and CFO; Gary Pelfrey, Director of Business Development; and Jeff Warnkin, Senior Wealth Manager.
Jeff Warnkin, left, and Gary Pelfrey, right, run the raffle at JL Smith’s charity golf outing on June 24.
A Day of Wins
Over 120 enthusiastic attendees, including cherished clients and their guests, joined us for a day of friendly competition, charity, camaraderie, and a delicious meal. Among them were standout golfers Don Snyder, Bob Connors, Charlie Gallagher, and John Dorsey, whose skills and sportsmanship added an extra thrill to the event.
The day's festivities were further highlighted by an exhilarating hole-in-one by Helen Sooy, a moment that will be fondly remembered by all who attended.
Proud to Give Back
"We couldn't be more thrilled with the overwhelming success of our charity golf outing," said Bryan Bibbo. "At JL Smith, we deeply value giving back to our community, especially to those who have sacrificed so much. Supporting educational opportunities aligns perfectly with our mission and values, and we are honored to play a part in making a positive impact."
Your Community Partners
Community is at the heart of everything we do at JL Smith Holistic Wealth Management. We believe that staying actively involved in charity and volunteer work is just as crucial as helping our clients achieve their financial goals. By making community engagement a core value, we uphold our commitment to making a positive impact beyond wealth management.
We empower our clients to holistically prepare for their financial future through retirement planning, proactive tax management, legacy planning, protection planning, and asset management. We collaborate closely with each client to develop personalized solutions that prioritize their unique financial security and prosperity.
Discover firsthand how our expertise and commitment to community can support you. Contact us today to schedule your complimentary consultation.
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*For more information about Northeast Ohio Folds of Honor and their impactful work, visit foldsofhonor.org.