Advisor Spotlight Series #7 - Sandi Martin & Julia Chung

Published by Tanner Geary on
Advisor Spotlight Series #7 - Sandi Martin & Julia Chung
After a one week hiatus, we are returning once again to Spring Financial Planning. Two weeks ago we had our first glimpse into the firm when I took the time to speak with Darryl Brown. For those who missed that post... Read More

Advisor Spotlight Series #6 - Colton Hope, CIM

Published by Tanner Geary on
Advisor Spotlight Series #6  - Colton Hope, CIM
Last week’s advisor spotlight with Darryl Brown showed us how the wealth management industry is slowly opening the door to professionals outside the traditional CFP designation. For this week’s sixth feature, we ret... Read More

Advisor Spotlight Series #5 - Darryl Brown

Published by Tanner Geary on
Advisor Spotlight Series #5 - Darryl Brown
Up until this point, all of our features in the advisor spotlight series have highlighted financial advisors. Yet, the wealth management industry has been rapidly innovating away from the standard AUM model. Our original vision for the advisor series was to showcase the ... Read More

Advisor Spotlight Series #4 - Darren Frew

Published by Tanner Geary on
Advisor Spotlight Series #4 - Darren Frew
Over the last three weeks we have featured a collection of established, industry leading financial advisors. We received a glimpse into the practice of an independent firm run by Adam Bornn in our first post, a rapidly ... Read More

Advisor Spotlight Series #3 - Evan Turner, CFA CFP

Published by Tanner Geary on
Advisor Spotlight Series #3 - Evan Turner, CFA CFP
It’s crazy to think that 90% of blogs don’t even make it to publishing a second post. It’s also a bit unsettling when you realize that 65% of the statistics you read online are completely fictional? Turns out, I actually just made up both of those statistics. Unfortunately, there was no reasonabl... Read More