Thought Leader
Been guiding the Certified Financial Planning Profession for 30 years.
Integral
Integral Finance and Spiral Dynamics thought leader
Author
Regular contributor to Financial Planning Magazine and other leading publications.
Financial Planner
Been paving the way for the Financial Planning Profession for 30 years
Speaker
Regular speaker at Financial Planning Association events nationwide
Professional
Helping the financial advice profession know what it is to think… like a CFP®.
“Filled with thought provoking insights and deep reflections from a lifetime of study, this is a must have book for financial planners, educators, and thoughtful citizens alike.â€
Dave Yeske, CFP®, Yeske-Buie
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