Behind The Advisor

Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey’s Financial Trex


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Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/243      

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