August 2022 Issue: Move Beyond a CRM with Process Control Software

June 2022 NAPFA Advisor Magazine - Full Issue

March 2022 NAPFA Advisor Magazine - Full Issue

June 2023 Issue: Going Beyond the 529 for More Sophisticated College Planning

December 2022 Issue: Why Does Home Country Bias Exist in Investing— and what You Should Do About It

NAPFA New Member Orientation

July 2022 NAPFA Advisor Magazine - Full Issue

Episode #26: Mind Your Balance: Creating Effortless Success and True Happiness in Your Life

Episode #25: "Beyond DEI: Inclusive Leadership and What It Means for Business Leaders Today" with Geoffrey Brown & Dr. James Pogue

Episode #20: "Who You Are IS the Message" with Marie Swift