Category: About Us
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The Girl Who Didn’t Plan This
(And Why She’s Grateful)I didn’t plan any of this. My path into financial services wasn’t strategic. It wasn’t the result of a four-year degree or a carefully mapped career plan. A financial advisor took a chance on me early in my career, I got licensed in 2000, and I jumped in with both feet. What followed was 25 years in wealth management, complex compliance frameworks, multi-million-dollar technology implementations, building…