On this episode of Retirement Coach's Corner, get to know our team a little better. Alan Mercurio is the founder and chief financial officer at Mercurio Wealth Advisors, and Troy Bolton is a senior wealth advisor with the company.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/episode-1-get-to-know-alan-mercurio-and-troy-bolton/

What we discuss on this episode:

1:15 – What does being a financial advisor mean to you?

6:15 – What does the financial planning process look like?

10:07 – Why do you work and live in Louisville?

12:17 – What has changed since Troy came on?