Shows
Lady MoneyWhy Financial Wellbeing Matters - an interview with advisor Rawson GulickGuest – Rawson Gulick, CFP, CAIArawson@willowcreekwealth.com https://willowcreekwealth.comAfter nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.My approach to client care is grounded in...2021-04-1926 min