Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
In this episode, Drew sits down with Dr. Greg Kasten, Founder and CEO of Unified Trust Company to hear what inspired Dr. Kasten to leave his career as an Anesthesiologist and build a Retirement Plan Recordkeeping business that’s focused on retirement readiness for it’s participants. For more information on Dr. Kasten and Unified Trust Company please visit www.unifiedtrust.com.
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