We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020. In this longer episode, Gary also discusses the financial planning industry at large and includes tips for families looking for their own financial planner. Gary has played an integral role in my life and career and I’m excited to share his story with you.

Links discussed in this episode:

National Association of Personal Financial Advisors (NAPFA)

FINRA Broker Check

Illuminate Wealth Management

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