Episode Synopsis "The Financial Caddy featuring Guerdon Ely and Anna Nelson"

Tune in to hear insights on independence, family, and golf from Anna Nelson and her father the "Financial Caddy" Guerdon Ely. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.

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• The Financial Caddy featuring Guerdon Ely and Anna Nelson
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• The Bruce Lee of Independence featuring Wendie Hohman of Sand Creek Investment Partners
• The Great Communicator featuring Eric Meushaw of Financial Foundations
• The "Godfather" of Independence featuring Clark Richard of Vineyard Global Advisors
• Independence on the Road to Damascus featuring Ben Newhouse of Vineyard Asset Management
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