Latest / The MedTech Wealth Advisor Podcast
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
What drives a financial planner to focus on factors beyond the numbers? In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial planning landscape. Growing up in a Chicago …
Read More Read More
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.