Travis ParryMay 25, 20231 min readEp 122: The Power of Priorities and Planning with Mike KendraToday we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
Travis ParryJan 24, 20231 min readEp 88: Balance Begins With the Choices You MakeToday’s guest is Tanya Nichols, CFP® and Founder of Align Financial, who has spent over 20 years in the business and now serves women primar