I specialize in money conversations within Partnerships. After 23 years in Wealth Management I’ve decided to evolve from personal finance to Partnership finance. My book
the “Most Valuable Wedding Gift” book is the “money talk” that we all wish we had before the wedding.
Digital & Softcover - Amazon
audio - Patreon
23 years in Wealth Management
Certification - CFP, CIMA, BFA
Delivered in a common language like our favorite college professor.
Absolutely no investment product pitch.
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Day | Followers | Gain | % Gain |
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December 01, 2023 | 23 | 0 | 0.0% |
January 28, 2023 | 23 | -1 | -4.2% |
September 29, 2022 | 24 | +1 | +4.4% |
July 03, 2022 | 23 | +1 | +4.6% |
December 06, 2021 | 22 | +1 | +4.8% |
September 22, 2021 | 21 | +1 | +5.0% |