Hardee Investment Group

INDUSTRY HONORS & ACHIEVEMENTS

We are proud of our achievements in serving both our clients and communities. Some recent acknowledgments include:

Will Hardee and Mark Gobert

NATIONAL ASSOCIATION of BOARD CERTIFIED ADVISORY PRACTICES

The Hardee Investment Group has joined an elite group of Premier Advisors named by the National Association of Board Certified Advisory Practices. The National Association of Board Certified Advisory practices, or NABCAP, is the first non-profit 501(c)(3) organization to create a process to identify the highest quality advisor practices. The five-member team was compared to their peers in a variety of categories including but not limited to credentials/designations, investment and planning philosophies, and customer service. Learn more about this distinction by reviewing the NABCAP’s Methodology or reading the group’s congratulatory letter. For additional information on the National Association of Board Certified Advisory Practices, you may visit their website at www.NABCAP.com.

COMMUNITY INVOLVEMENT

Our greatest honor is to serve the communities in which we live and operate. We feel being involved within our community creates a positive environment for our family, friends and neighbors today, tomorrow and for generations to come.

Fort Bend County Women’s Center Receives Grant from RBC Foundation

On November 11, 2011, RBC Wealth Management Houston Center office financial advisors, H. H. “Will” Hardee, Heather Hardee-Gobert and Mark Gobert, and Branch Director Jeff Heberling had the honor of presenting Fort Bend County Women’s Center with a $5,000 check from the RBC Foundation. Fort Bend County Women’s Center’s mission is “to assist survivors of domestic violence and sexual assault and their children, achieve safety and self-sufficiency while striving to prevent violence against women.” All of the shelter's services are free of charge to resident and non-resident clients, and are made possible through volunteer hours and donations from the community. We at the Hardee Investment Group and RBC Wealth Management are privileged to assist this organization in their worthy mission.

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L to R: (Back) Houston Office Branch Manager, Jeff Heberling; Senior Vice President Financial Advisor H. H. “Will” Hardee; Financial Advisor Mark Gobert; (Front) FBCWC Executive Director Vita Goodell; and Financial Advisor Heather Hardee-Gobert are shown in the shelter’s Rainforest Room.

Hardee Investment Group honors the J.E.W.E.L.s of Fort Bend County

Since 2008, the Fort Bend Focus selects five Joyous, Extraordinary Women Enriching Lives or J.E.W.E.L.s to honor annually with a champagne reception, luncheon and style show. Over the years, the event has honored 20 fabulous women.

The Hardee Investment Group has been involved since the luncheon’s inception as underwriters of the Champagne Reception. As reception underwriters, we have had a unique opportunity to personally thank the J.E.W.E.L.s for their never ending commitment to bettering our community through a multitude of activities. And we’d like to take this opportunity to thank ALL J.E.W.E.L.s again for their donations of time, resources, and monetary contributions; all of which have made Fort Bend County a much happier and healthier place to live.

	Mark Gobert looks dapper as he struts his stuff on the catwalk during the 2011 style show.	Will Hardee with Fort Bend Focus Publisher, Lisa Fredrickson at the 2009 Jewels Luncheon and style show.
Will and Lena Hardee toast the Jewels of Fort Bend.

2011 Jewels, Fort Bend Focus publisher, and Official Jewel photographer & Jeweler take a moment from the Champagne Reception to show off their custom, 5-of-a-kind bracelets. (L to R) Lucia Street, 2011 Jewel; Doris Gurecky, 2011 Jewel, Pat Hebert, 2011 Jewel, Lisa Fredrickson, Fort Bend Focus magazine publisher; Alisa Murray, Official Jewel photographer; Judy Schmid, 2011 Jewel; Cari Middaugh, 2011 Jewel; Jan Loggins, Official Jewel Jeweler.

Teena Rodgers, Will Hardee and Heather Hardee-Gobert at the 2011 Jewels Luncheon.

Denver Children Receive Tricycles Thanks To Team Summit

In early June, dozens of kids at Denver’s Tennyson Center for Children received new tricycles, thanks to RBC Wealth Management employees who gathered from across the country to take part in the Team Summit. The one-and-a-half day workshop for high-producing teams focused on increasing efficiency and effectiveness. The tricycle build event was organized for attendees to help reinforce the team-building theme, while also giving back to a great cause.

After the attendees divided up in teams to build their tricycle, RBC Wealth Management donated the tricycles to Tennyson Center, Colorado’s leading care and education center for abused, neglected and at-risk children. A $2,000 donation was also made to the organization – a combination of donations from attendees and a gift match from the firm.

The tricycle build received local media attention, including a story that aired on Denver’s NBC News affiliate. Watch the story here.

Will Hardee and Mark Gobert take time from the Bike Build to pose for a photo.

Employees and Friends Race for a Cure in Houston
On October 2, 2010, Mark Gobert and Heather Hardee Gobert joined RBC Wealth Management Houston complex employees, family members and friends in downtown Houston to participate in the annual Susan G. Komen Race for the Cure. The walk had a special meaning to the branch and the entire Houston area, as breast cancer has affected several individuals close to employees.

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Honorees H.H. "Will" Hardee and Heather Hardee Gobert

Casa de Esperanza Honors Father & Daughter Team for Community Involvement

H. H. "Will" Hardee and Heather Hardee Gobert were one of five father/daughter teams invited by Wish Upon A Season 2009 (sponsored by Casa de Esperanza) to participate in an event honoring their volunteer work in the community. Read more

It’s a Fiesta- Boogie 2009

Boogie is the Fort Bend County Women’s Center’s fabulous fundraiser. Boogie raises over $200,000 each year, and brings over 1,000 guests together in the event’s theme attire for dinner and dancing. Silent and live auctions are also held. The Hardee Investment Group was the title sponsor and the evening’s theme was a Fiesta! ¡Ole! Despite poor economic conditions, Boogie 2009 was still a success, raising well over $240,000.

The Fort Bend County Women’s Center’s mission is to serve survivors of domestic violence and sexual assault and their children in Fort Bend, a county located in southeast Texas. The Center offers: 24-hour hotline, emergency and basic medical services, food, clothing, counseling, transportation, case management, legal accompaniment and advocacy, children’s programs, a learning resource center, computer training, job readiness, financial management, parenting and self-esteem building workshops, and community outreach and education. In their 25 years of operation, the Fort Bend County Women’s Center has helped more than 20,000 women and children achieve violence-free lifestyles.

At Hardee Investment Group, we strive to serve the communities in which we operate. We are deeply moved by they dedication of the Fort Bend County Women’s Center to serve women and children afflicted by domestic abuse. We share the same values as the Center in helping serve those who are in need. That is why Hardee Investment Group is proud and honored to be the title sponsor of the Boogie 2009.


Corporate Sponsors: (L to R) Back Row: Boogie Co-Chair Carole Albers, Judy Turpie, Liz Welch, Sponsors Will and Heather Hardee, Boogie Co-Chair Roberta Avery. Front Row: Jim Lockwood, Carl Favre, Chip Sutton, and Gary Owens.



		Title Sponsors, Will and Lena Hardee

Hardee Investment Group named Signature Sponsor for

Exchange Club of Sugar Land’s Annual Spaghetti Dinner Cook-off

The Annual Spaghetti Cook-off, hosted by the Sugar Land Exchange Club, raising over $100,000 in previous years, allows this service organization to generously give back to the community in which it operates.

The Exchange Club of Sugar Land serves the best spaghetti outside of Italy, which is prepared by local law enforcement agencies. In past years, some of the agencies have dressed is elaborate costumes to attract people to their booth, which only adds to the fun.

This family-oriented evening includes a silent auction, raffle, face painters, children's games, music from talented local folks, and ambiance completes this fun-filled evening. In an effort to raise additional funds to be given back to the community, a Smart Car was raffled off and won by Sam Cornelius.

The cook off is the Exchange Club of Sugar Land's primary annual fund raiser. All proceeds benefit local charitable causes including Fort Bend Crime Stoppers, the Fort Bend ESCAPE Family Resource Center, the Fort Bend Family YMCA, and many other worthy recipients.