Let’s get started with a little background on Tobin Investment Planning. Could you tell us more about your firm and what inspired you to start your financial planning…

It’s been a whirlwind of a year, but we wouldn’t have had it any other way! It’s hard to believe there’s less than a week left in 2019, but we’re…

As we close out 2019 we cannot help but be incredibly thankful for the community of advisors that we get to work with every day. We’ve had the opportunity to…

      First, how did you decide to start SixPoint Financial Partners and what was your biggest inspiration or motivator? We started SixPoint to become our own brand and…

      To kick things off, how did you decide to start Sequoia Financial and what was your biggest inspiration? I knew as soon as I started my career…

      First, how did decide to start Tapparo Capital Management, and what was your biggest motivator? I’m a classical career switcher, I used to work at a large…

      First, tell us a bit about United Wealth Management and how you got started in the financial services industry. Well, it’s very interesting how we got started.…

How is it already the end of September? Not only did the summer fly by, but the year has, as well. I guess that’s what happens when you are busy…

We work with all types of clients, and having a variety of clients is always one of our favorites parts of the job. Several of our clients are faith-based, and…

      Tell us a little bit about ReFrame Financial Planning. How did you get your start in the industry, and who do you serve?  Becoming a financial planner…