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.