David D. Greene, CFP®
David D. Greene, CFP®CEO, Financial Adviser
Parker G. Trasborg, CFP®
Parker G. Trasborg, CFP®Financial Adviser
Jessica Ness, CFP®
Jessica Ness, CFP®Senior Financial Adviser

We invite you to listen to our second Quarterly Conference Call Podcast of 2019. The speakers include our CEO, David Greene and Financial Planners Parker Trasborg and Jessica Ness. We hope you find the information timely and valuable.

The subjects discussed include a recap what’s happened in the markets and economy this year along with some thoughts on what to expect for the rest of the year. Finally, we will discuss helpful tips for managing your tax bill with the new law.