The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue. (Yes, that’s me on the cover!) You may have noticed my mentions of BrightPlan the...
Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image below. You can also read about more about my involvement...
I was recently named by Financial Advisor Magazine as a Young Advisor to Watch. I am honored to be included among such an impressive group of people. You can read the full article here and check out what Plancorp had to say...