Bio: EA, ChFC, WMCP, RICP, CLU, ChSNC

Bio: I am the founder and CEO of Birch River Financial, a fractional back-office operations firm for fee-based advisors and RIA firms.

Bio: I help advisors use video to connect with clients and prospects in a meaningful way.

Bio: An avid learner of financial products and literacy studying Financial Management at Salve Regina University with plans to pursue Wealth Management.