Author: Michelle Danielson

As a finance major in college, Kayla had no idea what a financial planner was – or what they did. After learning more about the field, she was “all in,” ...

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....

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] 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...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] 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...