I was recently honored to be asked to appear on an episode of The Active Advisor Podcast.  Along with our firm’s president, Ted Durkin, we share our experiences on growing the business with great people and a client-first mentality, the little things that make a big difference for advisors, goal-based wealth management, and MUCH MORE!

I hope you find it to be fun and inspiring, while learning more about our perspectives and behind-the-scenes stories!

If you are interested, you can listen via the below links:

It was an honor to speak with Reese Harper on his podcast.

"You know the pandemic was disruptive—it altered every one of our lives. But when you saw (or read) about kids and their classroom struggles, you probably didn’t put much thought to how financial planning training and education was also being affected.