The Dream Team
Your host Trevor Cummings is joined today by Joe Klein, TBG Director of Services and Planning
Your host Trevor Cummings is joined today by Joe Klein, TBG Director of Services and Planning
In keeping with the theme of the famed March Madness Tournament, today we are going to talk basketball, the evolution of the investment advice industry, and why you should seek out your own Dream Team. So, without further ado…
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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