Preview Mode Links will not work in preview mode

Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

  1. All Episodes
  2. Behind the Scenes With a Chief Investment Strategist

Behind the Scenes With a Chief Investment Strategist

Jan 9, 2025

On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff
Krumpelman, chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.