klumma@monetagroup.com
Kendrick Lumma
Client Service Manager
Insights & News
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Let’s Talk… About a Career With Big Resources but Small-Firm Feel
Working as a financial services professional, you probably are asking two things about your career: What is best for my…
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Fresh Faces, Short Cycles
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
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The Truth About Endings
By Lindsay Taylor, CFP®, J.D. I recently met a woman while working in our church nursery. Between diaper changes and squeals,…