Greenway Profiles - Jeff
- Author
- Greenway Wealth Advisors, LLC
- Published
- Mon 02 Dec 2024
- Episode Link
- https://www.greenwaywealth.com/
Making Margin Podcast
Episode 56 - Greenway Profiles - Jeff
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind this episode of Making Margin:
Welcome to part 2 of our series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. Next up is Jeff, who serves as a senior advisor at our firm.
- Tell me about your background. Where are you from? Where did you go to school?
- What was your first job?
- What are some consistent challenges you find that people have with their finances when you first meet with them?
- Who is your role model for retirement?
