IN THE SPOTLIGHT: Sarah Faulkner
In the Spotlight for this edition of our newsletter is Sarah Faulkner. Sarah acts as one of our Executive Assistants and her skills in...
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BLOG POSTS AND NEWSLETTER ARCHIVES
Mar 126 min
NEWSLETTER: Tax scams and Fraud prevention
Mar 13, 2024 Welcome back. This week’s newsletter: Tax Scams and Fraud Prevention. We all know that it’s one thing to put some time and...
Feb 284 min
IN THE SPOTLIGHT: Taylor Rowell
Our Spotlight this week shines on Taylor Rowell who rocks as an Executive Assistant at WD Wealth. Taylor is complicated. She is wickedly...
Feb 285 min
NEWSLETTER: Top Tax Myths
February 28, 2024 Welcome back. This week’s newsletter: Tax Myths and Tax Questions. Most savvy investors are starved for the truth, the...
Feb 135 min
IN THE SPOTLIGHT: Rebecca Fox
This week, we’ll talk to Rebecca Fox, our dedicated Office Assistant at our Lone Tree, Colorado location. As an Almost Colorado Native,...
Feb 136 min
NEWSLETTER: Love And Taxes
February 14, 2024 Welcome back. This week’s newsletter: Love and Taxes. We'll be introducing a team member who happens to be married to...
Jan 235 min
IN THE SPOTLIGHT: Karlynn Piper
This edition of The Other Side of the Coin features Karlynn Piper, our Senior Life Insurance Specialist. Karlynn’s impact on her peers...
Jan 231 min
Jan 95 min
IN THE SPOTLIGHT: Eric Willer
This week’s Spotlight introduces our newest Wealth Strategist, Eric Willer. Eric brings extensive experience and expertise to our team....
Dec 18, 20230 min
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