I’m pleased to share my third guest post on the BAM Review blog. You can read it here.
BAM Global will be hosting an online one-day conference on September 15th. There will be lots of great speakers and I’m excited to play a small part by leading a workshop, where I and another veteran BAM investor will share how BAM investing has impacted our lives. You can register or get more information here.
Don has over thirty years of experience building and managing a boutique investment firm in upstate New York that he founded in 1988. A CFP® Professional with a degree in counseling and post graduate training as a portfolio asset allocation specialist, Don fuses professional portfolio strategy with investor psychology and behavior to provide a well-informed perspective on our role as Christian steward-investors. With nearly a quarter billion dollars of assets under management, his firm consistently ranks among the top 1% of financial advisor practices in the United States. Read Full Bio
