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:

Apple Podcastshttps://bit.ly/47z5tVR
Spotifyhttps://bit.ly/4d8kEGW
YouTubehttps://youtu.be/5GyjYxaDbZU?si=PwpM2IGPNgXa1j4p