by Jennelle | Nov 16, 2022
Ada Hernandez-Catino has always asked the questions, “Why?” and “How does that work?” As the child of a teacher, she knew first-hand the power of education and the satisfaction of getting the answers to her questions. Not surprisingly, she pursued a career in...
by Jennelle | Nov 16, 2022
Anna Felix is a California native and Smart Money Strategist. Her background is in education and linguistic intelligence. Her roles as wife, mother, interpreter, business consultant and business owner were fulfilling and brought her happiness. When she became a widow...
by Jennelle | Mar 10, 2023
In nearly 30 years of service, April Browne rose to the rank of Captain of the Durham Police Department in North Carolina. She approached her retirement as she had everything else – with a persistent drive to learn everything she needed to know to succeed. However,...
by Jennelle | Nov 17, 2022
After retiring as a Captain in the USMC, Brian has been a business consultant to doctors and surgeons for the past 25 years. After a chance meeting with Jason Stock, he knew right away that the Financial Advisory world was where he wanted to be. His specialty is...
