InvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40

Video Q & A

What did you want to be growing up and how did that morph into what you do now?

What should veteran advisers know about people your age?

What about the industry has come as a pleasant surprise?

What do you want to see change in the industry in the next decade?

If you can take a time machine to any event in economic history, when would you go, and why?

What makes you stand out from the crowd?


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