#4 Financial Wellness in Mid-L.I.F.E.
In this episode, Dr. Wegmann sits down with John Marshall the Founder and President of Crooked Tree Capital Advisors to discuss financial wellness in midlife.
John holds the prestigious Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of West Michigan. John is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association (FPA). He holds a bachelor’s degree in history from the University of Michigan and an MBA in Finance from Keller Graduate School of Management.
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John can be reached at:
231-348-2516
