Bridging The Gap Episode 49 With Matt Sonnen
Capital Investment Advisors’ Wes Moss and Matt Reiner Recognized Among the 100 Most Influential Financial Advisors by Investopedia
Bridging The Gap Episode 48 With Josh Nelson
I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I'm also the CEO of a tech startup. These experiences have given me a bird's eye view of both the technology and financial services spaces.