Happy 2025!
Want a broad overview of how to think about your finances and set goals for this year?
This article by Srvindhya Kolluru has tips from myself, Blair Lukan and Scott Plaskett.
Advisor TestimonialTuesday, November 10, 2020
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Client testimonials- helpful feedback for advisors, helpful for prospective clients. My previous blog post is a testimonial from a client.
This video is my testimonial of what it's been like for me to work with the family and how I've changed, personally and professionally.
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Sara McCullough 83 July 24, 2024 |
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Fraser Lang 1 May 10, 2017 |
