John Williams and Victoria Finlay recently joined Bautis Financial in the roles of Associate Wealth Advisor and Client Service Associate. John and Victoria will help increase the level of service we provide to our clients.
John Williams, Associate Wealth Advisor. John has an MBA from Lasalle University and recently was working as a financial advisor for Mass Mutual. You can read John’s bio at https://bautisfinancial.com/
Victoria Finlay, Client Services Associate. Victoria is a recent graduate from Virginia Tech with a Bachelors of Science in Economics with a concentration in Financial Planning. You can read Victoria’s bio at https://bautisfinancial.com/
Episode 2 – 6 Threats To Your Retirement And How to Combat Them