Stumbling Forward - Jeff Green, CPWA (2/28/25)

28/02/2025 29 min Temporada 1 Episodio 3

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Episode Synopsis

Jeff Green is a CPWA at Silver Oak Securities, Inc., but he didn't always work in the finance industry. Jeff started his career in Design and Architecture, even spending a portion of his life creating Fine Art shown in galleries. He shares some of the challenges he experienced after switching the direction of his career, and he offers some advice for those who may be in similar shoes.Relevant Links: https://silveroaksecurities.com/ https://www.linkedin.com/in/jeff-greenso/ New website for Jeff's DBA, Nexus Wealth Strategies, is coming soon

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