In this episode of the Advisor Exchange series, we're joined by Lucas Hail, MBA, CFP®, Financial Planner and Shareholder, and Zachary Horn, MBA, CFP®, CMFC®, Managing Partner/President, Investment Manager, and Shareholder, as they sit down for a conversation about their journeys to Foster & Motley, what keeps them passionate about the work they do, and the relationships that have shaped their careers.
From growing up in Kentucky and Ohio, respectively, to finding their way into financial services, Luke and Zach share stories about family, travel, mentorship, sports, and unexpected experiences that have shaped who they are today.
Resources Mentioned:
Website: https://www.fosterandmotley.com/
Connect with Luke or Zach:
(513) 561-6640
https://www.fosterandmotley.com/
Luke's LinkedIn: https://www.linkedin.com/in/luke-hail-cfp%C2%AE-b606679/
Zach's LinkedIn: https://www.linkedin.com/in/zachhorn/
Foster & Motley's LinkedIn: https://www.linkedin.com/company/fosterandmotley/
#WealthManagement #FinancialPlanning #InvestmentAdvisory #WealthManagementPodcast
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