Carter Wilcoxson Navigating the Complexities of the Financial Industry with Lisa Malick Interview
Manage episode 420404480 series 2794805
Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.
Interviewed by Carter Wilcoxson https://www.csifg.com/
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