Ep 53: Exclusive: Why A CPA Became A Financial Advisor With Jana Morrison


Manage episode 303261872 series 2940942
By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated industry, she’s built a solid track record.

63 episodes