by Jennelle | Nov 7, 2023
My journey in the financial industry began with an internship at Plains All American, where I honed my skills in safety and risk management. This experience instilled in me a strong sense of responsibility and a commitment to the well-being of clients and their...
by Jennelle | Nov 16, 2022
Charlie Jewett is an Author, Speaker, Recruiter, Trainer, Podcast Host, Consumer Advocate, and Investment Advisor from Sacramento, Ca. Since 2005 Charlie has been trying to change how industry professionals and consumers think about Retirement. Charlie focuses on...
by Jennelle | Nov 29, 2023
Douglas is a Certified Financial Fiduciary, National Social Security Advisor certificate holder with 10 years experience in the financial services. He serves as the President and founding member of a small business consortium that serves the RiNo district of Denver....
by Jennelle | Jun 29, 2023
Jared Prazen is first and foremost a family guy, living in Utah with his wife of over 20 years and his two kids. With over a decade of experience in financial services, Jared is focused on providing each of his clients with a financial roadmap empowering them to make...
