Bret Mooney shares insightful details about his upbringing, the influence of his parents on his career, and his time as a college athlete, all of which shaped his leadership style and work ethic. He delves into the importance of relationship-based financial advising, emphasizing the multi-faceted approach Mooney Lions Financial takes in investment management, tax planning, insurance, and estate planning. Bret also explains the firm's dedication to community service, which aligns with their holistic and client-focused culture.

Thanks to our sponsor Church Street Brewing Company!