Where to Find Me: Advisor Networks & Media Mentions

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Hey there!
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I thought I’d share a quick roundup of the advisor networks I’m part of and some of the media outlets where I’ve been featured. Think of this as your one-stop-shop to check out what I’m up to beyond just this blog and my socials. Oh, and of course, serving clients!

If you’re curious about the professional communities I engage with or want to see some of the press I’ve been lucky enough to land, here you go.

Advisor Networks I’m Proud to Be Part Of

• Fee-Only Network - A great community of like-minded fee-only fiduciary advisors.
• NAPFA - Where I connect with other professionals focused on serving busy professionals and small business owners.
• Financial Planning Association (FPA) - A group of advisors that believe there is so much to do for clients beyond investments!
• XY Planning Network - My closest advisor friends that are revolutionizing the advice industry.

• NoDa Business Association - The local network of business owners in my neighborhood (NoDa) of Charlotte, NC!

Media Mentions:

• I’m a Financial Advisor: Here’s How I Safeguard My Clients Against Inflation (NASDAQ)
  • Also seen in GoBankingRates and Yahoo Finance
 
• 5 Strategies High-Income Earners Use to Guard Their Wealth – That You Can Use Too (Yahoo Finance)
• 10 best and worst bond funds of the past 3 years (FinancialPlanning)
• Ask an Advisor: What are the best strategies for financially preparing for the education costs of young children while maintaining retirement goals? (wealthtender)
• Market Timing vs. Long-Term Investing – The Truth Investors Must Know (Match Point)
• Here’s How To Get Wealthy From Stocks (Masters of the Market)

• As access to alts expands, here's why some advisors remain cautious (FinancialPlanning)
• Should You Add Crypto to Your 401(k)? (US News & World Report)

Thanks for checking out my little corner of the financial advising world! If you want to learn more about any of these networks or stories, just click the links or drop me a message.

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