Author: Michelle Danielson

Financial advisors work primarily for financial institutions such as banks, mutual fund companies, and insurance companies. They counsel individual clients and institutions to help them attain their financial goals....

Attorney-Turned-Advisor   Annie graduated from Washington and Lee University in Lexington, Virginia, then earned her JD degree from the University of Florida Levin College of Law. After practicing law for three years, Annie joined Nautilus Wealth Advisors in 2014. Legal Woes “I knew early on in law school that...

When Sarah Broglie, CFP® sat through her first accounting classes in college, she started to question her career path. She had the love of math necessary to succeed as an accountant, but something was missing. Sarah wanted more interaction with people than she realized she’d...

East Meets West (Coast) Ashley Warne & Dr. Pamela Grey Statistically, women outlive men, and they control 51% of personal wealth in the United States. Sounds like we live in a women’s world, right? Not when 84% of financial advisors are men. That gender gap means the...

“Dream small,” said no one ever.              We all want to thrive in our professional lives, but how do we get there? Like the best friend who pushes you to step outside your comfort zone, or the coach who tweaks your tennis swing, mentors can play a...