Understanding Wealth Management and Succession Planning

In this episode, hosted by Liz Martini, we are pleased to be joined by a dynamic force in the finance industry, Karina Horton. Karina is the Director of Succession Planning at Yellow Cardinal Advisory Group, a First Financial Company. Karina has an abundance of experience in the banking and financial service industry, having also served as a Vice President at PNC Bank and Fifth Third Bank. In this episode, Liz and Karina discuss the numerous ways that Yellow Cardinal Advisory Group connects with clients to ensure they have a comprehensive understanding of their business and wealth management goals, along with personal exit planning strategies.

Speaker: Liz Martini

Guest: Karina Horton, CFP, CEPA

Organization: Yellow Cardinal Advisory Group