Feb 28, 2023
Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells in this episode of the Health and Wealth Podcast Show.
Feb 13, 2023
Phil Graham is the driving force behind the development and innovation of The Beneficiary Liquidity Plan, BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through BLP in this episode of the Health and Wealth Podcast Show.
Jan 17, 2023
Nov 23, 2022
Ben is an ambitious guy, a great listener, and has an excellent work ethic and high integrity. Clients give high marks to his communication style; in contrast to many other practitioners, he explains in this episode of The Health and Wealth Podcast Show.
Nov 17, 2022
Kevin has been serving individuals, families, and business owners to meet their financial goals for over 22 years. He is currently a Financial Planner at Falcon Wealth Planning, Inc. in this episode of The Health and Wealth Podcast Show with Carter Wilcoxson.