Martin von Känel
CLIENT: Financial PlanningISSUE: July 2019AGENCY: SourceMediaSUBJECT: Martin von Känel, Founding Partner & CEO at Patriot Wealth ManagementART DIRECTOR: Nick Perkins
All posts tagged: Financial Planning
Dan Murray
CLIENT: Financial PlanningISSUE: March 2019AGENCY: SourceMediaSUBJECT: Dan Murray, Principal and Advisor at Mirador Capital PartnersART DIRECTOR: Nick Perkins
Cecilia Williams
CLIENT: Financial Planning ISSUE: April 2018 AGENCY: SourceMedia SUBJECT: Cecilia Williams, Director of Investment Operations/CCO at Halbert Hargrove HAIR & MAKE UP: Michelle Salemi ART DIRECTOR: Nick Perkins
Matthew Cooper
CLIENT: Financial Planning ISSUE: 01/2018 AGENCY: SourceMedia SUBJECT: Matthew Cooper, partner & president at Beacon Pointe Wealth Advisors ART DIRECTOR: Nick Perkins
Derek Newcomer
CLIENT: Financial Planning ISSUE: 07/2017 AGENCY: SourceMedia SUBJECT: Derek Newcomer, CFA, CAIA at Beacon Pointe Advisors ART DIRECTOR: Nick Perkins
