Financial Advising | Shawn Gallagher, Dave Richards and Ben Newhouse - podcast episode cover

Financial Advising | Shawn Gallagher, Dave Richards and Ben Newhouse

Aug 25, 202344 minSeason 1Ep. 9
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Send us a text

Each month, we gather around the table with Springfield business leaders to discuss industry trends, workforce and company operations. Join us as we get a behind-the-scenes look into our business community from the C-suite. Listen to the full discussion at SBJ.net/CEORoundtable.

Springfield Business Journal Executive Editor Christine Temple discusses financial planning and wealth management with Shawn Gallagher, associate adviser at Piatchek & Associates; Dave Richards, senior vice president and wealth management portfolio manager at Guaranty Bank; and Ben Newhouse, CEO of Vineyard Asset Management LLC.

For the best experience, listen in Metacast app for iOS or Android