Episode 11: Integrating Personal and Business Finances for Optimal Outcomes
Welcome to Episode 11 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Brian Carney and discusses early strategic tax planning.
Brian serves RiversEdge Advisors as Partner and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth.
Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.