The Impact We Make In Our Communities (Ep.20)
What makes a team truly one of a kind?
Join host Mike Milligan, a Certified Financial Planner® with over two decades of experience, as he delves into the power of individuality with team members Kelsey Vollmer and Marcus Washington. Together, they explore how their personal experiences influence their communities.
Mike, Kelsey and Marcus discuss:
- The power of a supportive community (04:03)
- Unique journeys in the financial planning industry (13:21)
- Bridging fundamental skills in both coaching and financial planning (19:02)
- Individual and community impact through financial literacy (22:51)
- And more
Resources:
Connect with Mike Milligan, CFP®:
- Ideas by Mike™
- LinkedIn: Mike Milligan, CFP®
- Facebook: Ideas by Mike™
- Instagram: @ideasbymike
- YouTube: Ideas by Mike™
- 757-909-7151
About Our Guests:
Marcus Washington is a Retirement Specialist at Ideas By Mike™. He graduated from Abilene Christian University in 2011 with a Bachelor of Science. With extensive experience in the Financial Service Industry, Marcus has specialized in assisting Federal Employees in navigating their retirement plans, particularly focusing on the complexities of FERS and CSRS retirement plans.
Kelsey Vollmer is our Senior Relationships Manager at Ideas by Mike, LLC. She is dedicated to ensuring that everyone interested in Mike’s services feels heard and valued. She believes in the power of a personal touch, emphasizing a genuine and supportive approach to helping prospects feel understood and informed about their financial decisions.
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