April 2021
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, NewslettersCelebrating 35 years! Yes, that’s me in 1986 at 22 years old, starting out in this business as an advisor/insurance representative working for State Mutual. I would sit for hours every day cold calling business owners to offer my services and schedule appointments to go…