Live Zoom Call: 3 Financial Strategies to Help Business Owners in a Post-Coronavirus World
When: Friday, May 8 at 1pm MT / 3pm ET
Length: 45 minutes
What: We will have a panel of industry experts discussing 3 specific financial strategies business owners can implement to give them the best chance for financial success in a post-coronavirus world. We will also be taking questions. You don't want to miss it!
Who is this for: Anyone is invited to join this call, whether you are a current client or not. The topics discussed will be specific to business owners.
Please submit your questions on our sign up form below! We may not be able to answer all of the questions, so priority will be placed on the questions submitted ahead of time. Once you are signed up, you will receive an email with call in instructions prior to the start of the call.
Alisa Cordova
Corporate Bookkeeper
Alisha Butterfield
Director of Branch Operations
Ami Parra
Director of First Impressions
Amy Carson
Registered Financial Assistant
Angie Lee
Registered Financial Assistant
Ashley Rogers
Client Services Manager
Ava Stott
Investment Team Support
Becky Wells
Financial Assistant
Carmelle Nemechek
Chief Operations Officer
Cassandra Leivas
Director of First Impressions
Char Jones
Client Relations Specialist
Chase Erickson
Financial Planning Assistant
Chelsea Ganey, CFA®
Chief Investment Officer
Christian Whitesell
Wealth Management Assistant
Christopher E. Wells, CFP®
Vice President
Dakota Day, CFP®
Financial Advisor
Daniel Cook, CFP®
Senior Financial Advisor
Darby Christenson, CRPC®
Registered Financial Assistant
David Noland, CFP®
Financial Advisor
David Newby, CFP®, RICP®, CDFA®
Financial Advisor
Eddie Rocha
Financial Planning Assistant
Emeline Carson
Team Support Administrator
Emmy Robertson
Investment Team Support
Gabe Turner
Financial Advisor
Gary W. James, CFP®, CPA
Vice President
Harvey Carlson
Financial Planning Assistant
Holly Myers
Director of First Impressions
Hunter Miles
Financial Assistant
Jamie Cochran, CFP®
Senior Financial Advisor, Vice President
Jason Runung, CFP®
Senior Financial Advisor, Vice President
Jennifer Nevarez
Operations Manager
Jenn Marlowe
Investment Team Support
Jessica Magnuson
Marketing Assistant
Jessica Knox
Content Strategist
Jodi McNeese
Financial Assistant
Jodi Conley
Investment Team Support
Jonathan Oury
Compliance Analyst
Josh Oller, CFP®
Financial Advisor
Josh Jerele, CFP®
Senior Financial Advisor, Vice President
Joshua P. Willink
Director of Marketing
Josie Rush
Director of First Impressions
Kathy Regec
People Relations Coordinator
Kenzie Walsh
Director of First Impressions
Kristin Engel
Financial Assistant
Kurt Whitesell, CFP®
Vice President
Lacey Morrison
Financial Advisor
Lacey Jordan, CFP®, ChFC®
Senior Financial Advisor, Vice President
Larry Conmy, CPA
Director of Finance
LeAnne Heikes
Investment Team Support
Liliya Gubceac, CRPC®
Financial Advisor
Marilyn Eisenhauer, CRPC®
Financial Advisor
Mauricio Alas, CFP®
Financial Advisor
Michael Shelton
Financial Advisor
Michael Comstock, CFP®, AIF®
Head of Family Services | Senior Advisor
Michael Truskowski
Financial Advisor
Milly Chastain
Financial Assistant
Mitchel Tenbarge
Financial Advisor
Mollie Oller
Director of First Impressions
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Nicole Davis, CRPC®
Director of Financial Planning Services
Nicole Della Russo
Wealth Management Assistant
Pamela Frie
Investment Team Support
Randy Morris, CFP®, ChFC®, AIF®
Chief Executive Officer
Ross Haycock, CFP®, AIF®, CKA®
Vice President
Ryan Wilson
Senior Financial Accountant
Samrawit Belew
Registered Financial Assistant
Sarah Biggerstaff
Client Relationship Specialist
Scott Marks, CFP®, CRPC®
Senior Financial Advisor, Vice President
Scott Wilkinson
Chief Compliance Officer
Seamus O'Brien, CFP®
Head of Advisor Success
Shannon Anderson
Marketing Coordinator
Shayla Johnson
Activities and Events Planner
Starr Paulson
Financial Advisor
Stefan Hackethal, CFP®
Financial Advisor
Stephanie B. Jones
Head of Advisor Marketing
Stewart Crawford, CRPS™
Financial Advisor
Susan Mignella
Investment Team Support
Suzie Whitesell
Client Relations
Tina Silva
Director of First Impressions
Tori Leu
Director of First Impressions
Tracy Thornlow
Senior Financial Advisor, Vice President
Tyler Wright
Investment Team Support
Valorie Havercamp, CFP®
Senior Planning Assistant