Stumbling Forward - Progress Toward Personal Growth Isn't Always Perfect

Stumbling Forward - Jeff Green, CPWA (2/28/25)


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Jeff Green is a CPWA at Silver Oak Securities, Inc., but he didn't always work in the finance industry.


Jeff started his career in Design and Architecture, even spending a portion of his life creating Fine Art shown in galleries.


He shares some of the challenges he experienced after switching the direction of his career, and he offers some advice for those who may be in similar shoes.


Relevant Links:

  • https://silveroaksecurities.com/
  • https://www.linkedin.com/in/jeff-greenso/
  • New website for Jeff's DBA, Nexus Wealth Strategies, is coming soon


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Stumbling Forward - Progress Toward Personal Growth Isn't Always PerfectBy Erika Taylor-Beck