Introduction to Kyle Lottman, CFA, CMT, CPA | Ep 1

Welcome to my first episode of Between Cases!

I'm your host Kyle Lottman and this is the start of my journey sharing helpful information and stories with physicians on the podcast platform. In this episode I share my background and my journey to the role that I'm in now. My hope is that you will find value in this information and it will give you confidence in your finances. Please share with a coworker, family or friend if you find this information to be helpful. Looking forward to sharing this journey with you.

If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.com

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