Introducing New Student Loan Planner Consultants James and Sim! - podcast episode cover

Introducing New Student Loan Planner Consultants James and Sim!

Mar 15, 202232 minEp. 172
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Episode description

Lauryn Williams, CFP®, CSLP®, welcomes Student Loan Planner’s newest consultants, Sim Terwilliger, CFP®, CSLP®, and James Mwombela, CFP®.

Strap in as we get to know Sim and James. The two share their authentic journeys, what motivated them to enter the financial industry, their serendipitous paths to joining SLP, and what they’re looking forward to in this new stage of their professional lives.

In today’s episode, you'll find out:

  • How James came to join the team at SLP
  • Sim’s background and the path that led her to SLP
  • What ignited James to join the personal finance community
  • The book that James loves for financial literacy
  • Why financial literacy is woven into every aspect of managing your student loan
  • How Sim’s childhood fueled her journey into financial planning
  • Sim’s favorite tool to manage her finances
  • How our new consultants were able to overcome recent setbacks in their lives
  • What Sim and James are most looking forward to as SLP’s newest consultants

 

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