Welcome to this week’s Intangible Balance Sheet Episode. Our guest this week is Barbara Stewart. Listen in as she shares her story of growing up in East Texas and finding her path into wealth management. Listen for how she created much of that path on her own simply by seeing unmet needs and solving for them with her unique perspective and ability. Lastly hear how she discovered coaching and uses her experiences in life to help others find greater fulfillment in their own careers.   

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 JOSH KLOOZ, CFP®, MBA
 SENIOR WEALTH PLANNER
 
 Phone 281.719.0036
 Text 281.699.8691
 Fax 281.719.0156
  [email protected]
 
 1780 Hughes Landing | Suite 570
 The Woodlands, TX 77380
 
 Music by bensound.com

Music by bensound.com