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wellness and money

How To Pick An Attorney Or CPA

On this week's podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins, and Isaac Hansen join Jeff on the show.


If you have financial questions, email us:  Remember to subscribe to the podcast. Thanks for listening.

mark lewis

Mark Lewis

Estate planning attorney

tom elkins

Tom Elkins, AIF®

Managing Vice President

isaac hansen

Isaac Hansen

Vice President of wealth management

jeff motske

Jeff Motske®

President & CEO

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