Following 3
Active 106d ago
Bio: CPA firm and RIA/Wealth Management Firm owner.
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Illlinois • INTJ
Active 9h ago
Bio: ✍️ Writer ~ AdvisorTechBook.com
Lexington, KY • ISTJ
Active 362d ago
Bio: Operations Advisor at January Capital Advisors
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@natalie-bergsma-1623
I'm known for turning goals into results. When I'm not coaching advisors/teams, I'm reading very dorky books, dancing, and coaching Anxious Mommas.
Active 11d ago
Joined Jul 27, 2023
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