Interview of Jessica Scott of Brown Advisory on Generational Wealth and how she and Brown work with their clients. It was great to chat with Jessica and share her story and some of the unique challenges and goals she faces with her Financial Planning clients at Brown.
Dom is a long time friend and a successful real estate professional. He owns DNA Realty and gives us some insight into the prices we are seeing in the Real Estate Market in the Triangle. Time To Buy, Time To Sell, Right Size???
Tina Perkins is a CPA in Mississippi who is extremely good at helping business clients who get a letter from the IRS.
Chris is a great personality and has a sense purpose that he brings to his work. I’m happy to know him and hope you get to know him as well.
Amy Lanci interviewed me to discuss the language of wealth.
Here is the link to the YouTube video of me and Amy Lanci. She is hosting an interview series of “The Language of …”. I had the opportunity to discuss the language of wealth with her and try to lay out how wealth eludes many people and how the way you think about wealth and money play an important role in your ability to accumulate and keep your wealth.
I hope you enjoy the video and please follow up with myself or Amy if you have any questions.