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Live Life Forwards, Understand It Backwards, with Tommy Doerfler (Finances, Leadership, Music, Mindset)
Guest host Stephanie Maas has felt like a bad sister lately, so she places a call via The Action Catalyst to her brother, Tommy Doerfler, CPA, CFP®, CEPA®, who reminisces about going from a college dropout, to a drummer touring the country in a van, to geeking out over numbers, breaking his body in endurance challenges, living up to your own belief system, the merits of conversation vs communication, and never losing your childhood curiosity.
Mentioned in this episode:
This episode is presented by Lighthouse Wealth Group.
*Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
*Any opinions are those of The Action Catalyst and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Registered branch address / phone number:
801 Crescent Centre Drive Suite 600 Franklin, TN 37067
615-861-6103
Lighthouse Wealth Group
This episode is presented by Lighthouse Wealth Group.
*Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
*Any opinions are those of The Action Catalyst and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Registered branch address / phone number:
801 Crescent Centre Drive Suite 600 Franklin, TN 37067
615-861-6103
Lighthouse Wealth Group
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By Southwestern Family of Podcasts
4.8
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Guest host Stephanie Maas has felt like a bad sister lately, so she places a call via The Action Catalyst to her brother, Tommy Doerfler, CPA, CFP®, CEPA®, who reminisces about going from a college dropout, to a drummer touring the country in a van, to geeking out over numbers, breaking his body in endurance challenges, living up to your own belief system, the merits of conversation vs communication, and never losing your childhood curiosity.
Mentioned in this episode:
This episode is presented by Lighthouse Wealth Group.
*Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
*Any opinions are those of The Action Catalyst and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Registered branch address / phone number:
801 Crescent Centre Drive Suite 600 Franklin, TN 37067
615-861-6103
Lighthouse Wealth Group
This episode is presented by Lighthouse Wealth Group.
*Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
*Any opinions are those of The Action Catalyst and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Registered branch address / phone number:
801 Crescent Centre Drive Suite 600 Franklin, TN 37067
615-861-6103
Lighthouse Wealth Group
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