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We have a lot of topics to explore on this Podcast, but we have to start with introductions. Please join us and allow Jeff and me to introduce ourselves.  We want to help you on your path to financial success, whatever that may mean to you.  We are by no means experts on money but we do have a lot of hands-on experience that will be very helpful for you.  After a quick intro, Jeff dives into the difference between fiduciary vs. a financial advisor.

We have a lot of topics to explore but we have to start with introductions. Please join us and allow Jeff and me to introduce ourselves.  We want to help you on your path to financial success, whatever that may mean to you.  We are by no means experts on money but we do have a lot of hands-on experience that will be very helpful for you.  After a quick intro, Jeff dives into the difference between fiduciary vs. a financial advisor.