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Learning About Financial Planning with our Intern Joel

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Fri 04 Dec 2020
Episode Link
https://srbadvisors.com/learning-about-financial-planning-with-our-intern-joel/

Here at Shotwell Rutter Baer, we have a genuine bright spot to brag about in 2020. We launched a Financial Planning internship program this year and were lucky enough to hire Joel. He is currently a senior in Michigan State’s International Business program. Last week, Nick and I sat down and interviewed Joel for our […]

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