Kate Sumner, CFP®
My Story I sat nervously, my nine-year-old feet not reaching the floor, in the back room of a strip mall music shop. My hands held drumsticks for the first time. I wasn’t sure what to make of Marge, my new teacher. After a brief lesson on grip, it was time to play. In front of […]
Hannah Entenman, CFP®
My Story My journey to becoming a financial advisor began as I stood in the door of a barn, watching the contents of my family farm get auctioned off. My parents had decided to do something most farm families don’t – retire. I was surprised to find out my siblings and I were getting a […]
Mary Beth Storjohann, CFP®
My Story I’ll never forget the feeling I had while sitting alone at my dining room table the evening I decided to launch my own business. I had been unhappy at my job for months and was finally facing down the “either/or decision.” Either I stay, or I go. I was being pushed to partner […]
Lindsey Woodward Rafkind, CFP®, MBA
My Story As a kid, all my dolls wore pantsuits. I was planning to take the business world by storm. At 5 years old, I set up shop in my grandma’s living room and kindly allowed her to repurchase all her trinkets from me at my imaginary cash register. I was a successful business woman! […]
