Introducing The BamCam! (Ep. 1)

07/09/2023 31 min
Introducing The BamCam! (Ep. 1)

Listen "Introducing The BamCam! (Ep. 1)"

Episode Synopsis

What happens when you mix Burnette Asset Management with Castellano Asset Management?
You get the BamCam!
Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.
In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.
Jack and Alison discuss: 

How they each ended up in the financial industry
Their investment philosophies when it comes to client investment planning
Who they work with – their specialty and ideal client
What their lives look like outside of the office
Their number one piece of advice for clients
And more

Connect with Jack Burnette:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory
Phone Number: 205-613-4994
Office Number: 205-510-9072

Connect with Alison Castellano:

LinkedIn: Allison Castellano
Phone Number: (205) 504-9868