chief financial officer

Financial Advisors on how election cycles impact the market

How do Election Cycles Impact the Market? [Video]

In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.

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Financial Planners in Chicagoland on how our Chief Financial Officer got into accounting

Meet the Chief Financial Officer [Video]

In this video, we dive into how our Chief Financial Officer found his professional in accounting and why he loves what he does.

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Wealth management financial advisors, sharing Steve's Story

Episode 56: Start with Why: Steve’s Story

In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.

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