On today’s episode I interview Chris Jackson. He has been managing investments, creating custom portfolios, & delivering Financial Planning for the past 18+ years. Here is a bit from his bio “Our truNorth team works with clients in 14 states; including retirees, individuals, couples, business owners, High-Net-Worth, as well as foundations & endowments. I graduated with honors from Shippensburg University with a BSBA in Accounting. I began my investment career in Wealth Management in 2001, being promoted to be the Portfolio Manager (CIO / Senior PM) 12 months later.” You’ll love the episode! He not only is great in business, he encouraged ME with my charity event even before I shared it publicly and bought the first ticket.
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