Why it was selected for “CBNation Architects”:
In this episode of the I AM CEO podcast, host Gresham Harkless interviews Jenevieve Lenz, a professional entrepreneur support and wealth advisor who helps clients develop customized financial plans. Jenevieve is a third-generation entrepreneur who comes from a family of German, Scottish, and Eastern European immigrants. She is the founder of First Financial Group, based in Bethesda, MD, and works out of the Reston office.
In the interview, Jenevieve shares her personal journey and how she became a wealth advisor. She discusses the importance of customized financial planning for individuals and businesses, as well as
IAM2663 – Financial Strategist Helps Business Owners with Financial Planning and Legacy Building
In this episode, we have Shona Bell, a Certified Public Accountant and financial strategist, return to discuss an often-overlooked secret...
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