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11.19.2023 I Ask Peg Anything
Manage episode 386351414 series 2982853
Innehåll tillhandahållet av Marianne Gebhardt and Wealth Enhancement Group. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Marianne Gebhardt and Wealth Enhancement Group eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Introducing Preston:
- Preston has served institutions and high-net-worth families with comprehensive, customized and objective financial advice
- CERTIFIED FINANCIAL PLANNER™
- Works with the Roundtable™ to tailor advice for each client by integrating their life goals with personal finance
- Earned a BS degree from the University of North Dakota and an MBA for Metropolitan State University
- Lives in Minneapolis with wife and two sons. Enjoys travels and various sports.
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