Community Leadership and Running a Small Business
Corey Phillips is a successful financial advisor with The Bulfinch Group as well as a co-owner of a retail liquor store, community advocate that sits on the Board of 4 different non-profits, a youth sports coach, and a dad of 2 daughters. Corey explores how to manage the illusive time-to-value ratio so that we can decide what doing it all looks like for each of us.
All in the Family (Business)
Andrew Guyton is a financial advisor with 7 years of experience who joins us to talk about the pros and perils of a family business. He addresses what he and his father do to make financial planning fun and engaging but also how he maintains a personal identity within a family business.
Empowering Women
Womens’ Worth Founder Amy Lampert, a Financial Advisor with The Bulfinch Group, is on a mission to empower women to be masters of their financial destinies through education on the complicated topic of money. Her goal is to help create wise and informed consumers.
Family Matters
Bulfinch Group Financial Advisors Mike and Zvi Shtifer reflect on their father-son team and what it means to be part of The Bulfinch Group. This intergenerational team discuss values, trust, and understanding what matters most.