Today, Shanna Tingom introduces us to the newest member of the Heritage Team, Alden Rowe. Alden joins us having worked with Heritage's broker dealer, Cambridge Investment Research.
Alden explains the decision to move to the advisor side of the industry and his desire to help clients with their financial futures, from a 360 degree perspective.
Alden and Shanna share a passion for a financial planning first model to working with clients. They also share a passion for dogs, and Alden tells us why his pup may be a fugitive.
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