I always knew I wanted to help people in my career. That’s why I chose social work as my major in college. At first, the only reason I took a basic finance course on the side was for my own knowledge — I wanted to manage my money effectively after graduation. Read more…
New Wealth Management Grads: 6 Things to Know
I recently had the opportunity to return to my alma mater, DePauw University, to speak with the Management Fellows program about a career in wealth management. Next month marks my 10-year anniversary in wealth management. Read more…