Bio: Financial Advisor with Thrivent (been here just over seven years) physically located near Omaha, NE. We utilize MoneyGuide Pro, Salesforce, Hearsay
Bio: New to the field and pleased to be working in my daughter's firm (Katy Cook, Abacus Financial Planning, LLC). Former university admin and professor.
Bio: Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!
Bio: I'm located just outside of New Orleans, LA. I am a 1099 advisor at a local RIA. We custody through LPL & Schwab. I use a bunch of different tech!