Manage episode 277413517 series 12018
Greg is a Wealth Advisor/Investment Banker with Sentinus. Previously, he was the founding partner at Coldwater Financial and worked at Bear Stearns, Koch Industries & Northern Trust. He is graduate of Creighton University and received an MBA from the University of Chicago's Booth School of Business.
Paul West is a Managing Partner at Carson Wealth Management in Omaha, Nebraska. Paul also has previous experience as a President/COO and as a Director of Captial Professional Advisors in the Greater Omaha Area.
Top 3 Value Bombs:
1. Take advantage of mega-trends through time. Try to identify what those are and align portions of your portfolio to take advantage of those.
2. Never sacrifice your own personal plan to take care of other things.
3. You have to avoid the sense of envy from what somebody else is saying or what you see at the stocks screen.
Protecting wealth. Empowering your future - Sentinus
Carson Group: Loyalty and trust are both traits you’d want when it comes to financial advice and support, and the passion of Carson Group’s financial advisors is to help people from all walks of life find their own vision of true wealth. Visit CarsonGroup.com to learn more.