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Mom and Dad Need to Move - HELP!
In this episode Dan and Jim talk with Kate Grondin, VP of Business Development at Wayforth the nation's largest senior focused relocation company.
Daniel James
Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO.
James V. Grace
Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering. He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents.
About our Guest:
Kate Grondin
Kate Grondin is the VP of Business Development at Wayforth. Wayforth is the nation's largest senior-focused relocation company, serving clients with compassion & efficiency.
Stay Connected:
Wayforth:
Wayforth.com
1-844-WAYFORTH
Daniel James
LinkedIn: Daniel James
Founder: CanopyLife
James V. Grace
LinkedIn: James Grace
Director of Wealth Management, SilverPine Capital
The Financially Mindful Podcast
Itunes: The Financially Mindful Podcast
Spotify: The Financially Mindful Podcast
Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.
This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)
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By Daniel James & Jim Grace
5
1010 ratings
In this episode Dan and Jim talk with Kate Grondin, VP of Business Development at Wayforth the nation's largest senior focused relocation company.
Daniel James
Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO.
James V. Grace
Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering. He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents.
About our Guest:
Kate Grondin
Kate Grondin is the VP of Business Development at Wayforth. Wayforth is the nation's largest senior-focused relocation company, serving clients with compassion & efficiency.
Stay Connected:
Wayforth:
Wayforth.com
1-844-WAYFORTH
Daniel James
LinkedIn: Daniel James
Founder: CanopyLife
James V. Grace
LinkedIn: James Grace
Director of Wealth Management, SilverPine Capital
The Financially Mindful Podcast
Itunes: The Financially Mindful Podcast
Spotify: The Financially Mindful Podcast
Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.
This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)