Shawn PerryOur wealth management team is based in Bowling Green, Kentucky, and serves clients across the nation. Over the last two decades, we have strategically built a diverse, multigenerational team of professionals with varied specializations, designed to dliver a core-value wealth management experience. Above all else, we believe in wisdom, discipline, humility, and transparency in the wealth management process. We have helped hundreds of clients through a wide range of life transitions, and our mission is to shed light on the biggest challenges people face when hiring a financial advisor. This book has been carefully crafted to help you confidently navigate these challenges. Read More Read Less
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