My role as a financial planner allows me to help people make progress every day toward improving their financial picture. When I’m not meeting with clients, I run the daily trade desk activity and help with operation workflows. I was lucky enough to start working at The Planning Center as an intern in the summers of 2011 and 2012, and joined the firm full-time after graduating from Iowa State University with a degree in finance in 2013. I love building a relationship with individuals by helping them achieve some of their biggest financial goals. Seeing their smiles after they reach their goals is invaluable.
Smart Money Moves to Make When Buying a New Car
By Matt Knoll, CFP® Sr. Financial Planner If you’re considering buying a new car there’s a lot to think about. Buy or lease? Make and