Nick Bertha, Director of Wealth and Trust Planning, and President of Fieldpoint Private Trust Company, as well as Adam Ercoli, Director of Commercial Banking at Fieldpoint Private, a fast-growing private bank serving entrepreneurs, families, businesses and institutions joins Enterprise Radio.
Nancy Knous, Lisa VanArsdale and Judy VanArsdale, Managing Partners at 3rivers, an online tool they created to help industry advisors and planners focus on running their practice joins Enterprise Radio.
Adam Lampe, CEO of Mint Wealth Management, a wealth management firm in Houston, Texas specializing in holistic wealth advice, risk management, and tax efficient investing joins Enterprise Radio.
Paul Axberg CPA, CFP®, President of Axberg Wealth Management, an Arizona-based tax, financial and retirement planning firm joins Enterprise Radio.
Andrew Rosen, CFP, CEP, Lifelong Advisor and partner at Diversified Lifelong Advisors, a financial planning and investment advisory firm based in Wilmington, Delaware joins Enterprise Radio.
Oleg Yavorovskiy, the Founder and CEO of Guardian Debt Relief, a New York City-based debt settlement company founded in 2012 that has helped thousands of consumers nationally reduce and eliminate unsecured debt joins Enterprise Radio.
Fred Hubler, the Founder of Retainer-based Academy, located in Phoenixville, Pennsylvania joins Enterprise Radio. Hubler is an accomplished financial advisor with more than 18 years of experience.