Financial Advising | Shawn Gallagher, Dave Richards and Ben Newhouse
Aug 25, 2023•44 min•Season 1Ep. 9
Episode description
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.
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