Recognition
- Investopedia: Top 10 Financial Advisors of 2019
- Sophia Bera Woman in Finance Award for students at Utah Valley University
TV Clips, Web Segments, Radio Spots, and Podcasts
- Money Checkup: How Business Owners Can Build Balanced Lives
- Stacking Benjamins: Outdated Money Advice You Should Probably Ditch (plus an intro to MetPro)
- Cheddar @Home: Not Your Father’s Financial Planner
- CNBC: Start saving for retirement as soon as possible: Advisor
Featured
- Bloomberg: The Old Rules for Building Wealth are Obsolete
- Redfin: First-Time Homebuyer? Here’s How to Prepare Financially
- NerdWallet: Am I Ready For My First Credit Card?
- Investopedia: Affluent millennials are economically optimistic, but afraid to invest
- Financial Planning: Farewell, mahogany desk: Planners take their meetings online
- Business Insider: Here’s exactly what millennials should be doing every five years to become rich, according to a financial planner
- CNBC: Congrats on your raise. Here are five ways to spend it wisely.
- CNBC: If you’re a young adult and receive a small windfall, here’s how to put it toward retirement
- CNBC: Here’s how to invest that windfall for retirement if you’re 40-something or older
- Business Insider: Millennial couples buying homes before they get married are making a risky move that shows how different they really are from their parents
- Wallet Hacks: 8 Financial Products Most People Should Avoid
- Zing! by Quicken Loans: How Millennials Can Play Catch-Up in Retirement
- Financial Planning Magazine: A Cure for Advisor Burnout
- Business Insider: 4 of the biggest mistakes millennials are making with their money, according to experts