Why Dave Shotwell Became a Financial Planner

Join Nick and Dave as Nick interviews Dave as to the “why” and the “how” of his journey to becoming a financial planner. Dave, “I started basically looking for a job and did not have a true career path. I happened to meet the right people at the right time who were in the industry and needed help. They told me I was pretty much a nerd and I should be a nerd about this stuff.

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