The guest Kevin Oleszewski in his own words:

Started my career in 2012 as an advisor at a big wirehouse.

Earned my CFP designation in 2016, EA in 2017 MST in 2021. During my CFP journey i realized I just like being the planning/strategy person for the client relationship.

Started my planning Career at PNC Private Bank in 2017 as a VP-Wealth Strategist in their centralized planning group.

Then I joined Carson Group as a Sr.

Wealth Planner on the advanced planning team.

Took an opportunity an another Big RIA that was not a good fit and I found my way back to Carson as the Director of Wealth Planning for the Doylestown PA office.

About the Host: Ross Stockdale is a Fractional CMO, marketing consultant, and business owner. Thunder Stock Marketing helps small business owners profitably scale their busines ...