Following 3
Active 25d ago
Bio: CPA firm and RIA/Wealth Management Firm owner.
Illlinois • ISTJ
Active 5h ago
Bio: ✍️ Author ~ AdvisorTechBook.com
Lexington, KY • ISTJ
Active 281d 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 5d ago
Joined Jul 27, 2023
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