In this episode, we're joined by Ryan English and Nicholas Roth; both are shareholders at Foster & Motley, but Ryan is an investment manager, and Nick is a financial planner. They're stepping away from the numbers and sharing a little more about the people behind the portfolios.
They share stories from their careers, the experiences that influenced their paths in the financial services industry, and the lessons they've learned along the way. From unexpected turns to learning to fly planes, they open up about what brought them here and how those experiences continue to influence the way they work with clients today.
Resources Mentioned:
Website: www.fosterandmotley.com
Connect with Ryan or Nick:
(513) 561-6640
www.fosterandmotley.com
Ryan's LinkedIn: https://www.linkedin.com/in/j-ryan-english-mba-cfa-cpa-cfp/
Nick's LinkedIn: https://www.linkedin.com/in/nickroth14/
Foster & Motley's LinkedIn: https://www.linkedin.com/company/fosterandmotley/
#WealthManagement #FinancialPlanning #InvestmentAdvisory #WealthManagementPodcast