Travis ParryDec 8, 20221 min readEp 75: The Team Approach to Serving Clients with Jason Priebe, CFP®, J.D.In this episode, we have Jason Priebe, CFP®, J.D., husband, and father. Jason is a Partner at Priebe Wealth in Minnesota.
Travis ParryDec 6, 20221 min readEp 74: Team Building with Chad Olivier CFP®, CEPAAudio: Video: Subscribe: More About This Episode: On today’s show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has...