"Spending Strategy" Not "Budget" - EP010 Stacey McKinnon

Stacey McKinnon is the Chief Operating Officer and Chief Marketing Officer at Morton Wealth.From Stacey: In my role as COO at Morton Wealth, I am focused on building a team that is motivated to further our mission of empowering better investors. Most of us were not taught about financial planning early in life, so our mission is to be educators who help our clients and community make better financial decisions that lead to a more fulfilling life.Potential clients and employees, email: executives@greyhawkinsurance.com