One Step Back, Two Steps Forward

Daniel YergerAbout the Firm Leave a Comment

This blog has been guest-written by our Associate Financial Planner, Daniel Stefanski, sharing his experience in a financial planning career thus far and what brought him to Longmont and MY Wealth Planners.  Balancing Analytics & Empathy I became interested in personal finance for a multitude of reasons. First, it is such a beautiful blend of both quantitative and qualitative skills. …