May 27, 2020
Casey Chaffin graduated from Union College in Schenectady, NY with a degree in psychology and minor in Women’s Studies. This basis of education allowed for a solid foundation in financial and credit counseling for those in need. After working for five years at a larger corporation focusing on consumer rights in...
May 20, 2020
Chris is the best-selling author of “Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit”. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast.
Chris has been in real estate for over 25 years. His experience includes the construction...
May 13, 2020
Tiffani Bova is the growth and innovation evangelist at Salesforce and the author of the Wall Street Journal and 800-CEO-READ bestselling book GROWTH IQ: Get Smarter About the Choices that Will Make or Break Your Business (Portfolio). Bova was recently named to Thinkers50s Radar Class of 2019 and was Thinker of the...
May 6, 2020
Michelle’s earliest memories from childhood all relate to money. And yet, the stories and lessons learned from different branches of her family tree couldn’t be more dichotomous!
Michelle has used the money lessons from her life to rethink how financial advisors and their clients have traditionally worked together....