By any measure, Andy Panko is an interesting man. Founder of Tenor Financial, a fee-based planning firm in Metuchen, NJ, Andy came to the financial planning profession after a long stint on Wall Street. His corporate finance background led us to a discussion of macroeconomic issues, financial engineering, his philosophy on advisor compensation, and much more.

Before building a successful practice, Andy built lots of other things. He was, literally, a builder and remodeler. He was even showcased on a reality TV show. Oh, and he’s tried his hand at standup comedy.

I think you will enjoy meeting Andy.

Founder of Enlightened Financial Planning in Omaha, Nebraska, Jason Lenagh’s story is one that illustrates how adversity can be transformed into ambition that further transforms into success. Jason had a long and difficult climb. But he persevered, and he has truly become an outstanding financial advisor.

Michelle Gordon, CEO of Investably, represents the classic American success story. When she was just an infant, her parents migrated to the United States from the Dominican Republic, settling in New York, NY. Raised in a loving home by hard-working parents, Michelle's story is one of dedicated pursuit of education and achievement. I believe you will enjoy meeting Michelle and will quickly come to appreciate that she is an outstanding financial advisor with an interesting story to tell.