July 16, 2018 - "Advisers turning to text messages to communicate with clients", InvestmentNews
See full article here: http://www.investmentnews.com/article/20170816/FREE/170819953/advisers-turning-to-text-messages-to-communicate-with-clients
Media / Press
July 16, 2018 - "Advisers turning to text messages to communicate with clients", InvestmentNews
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July 17, 2018 - "Take these steps now to avoid or mend a family financial feud", CNBC
July 16, 2018
July 15, 2018 - "These Are the Tough Questions You Need to Ask Before Retiring", YAHOO