Cindy Skaggs – Certified Financial Planner, Integrated Financial Group
Tune in to “What Works: Over 2500+ Years Experience in Financial Planning” hosted by Don Patrick. In each episode, Don sits down with an experienced financial planner, uncovering the unique insights and experiences that have shaped their careers. From navigating market fluctuations to building successful client relationships, Don and his guests share invaluable business tips and strategies for financial planners looking to thrive in the industry. Join us every other Thursday, as we explore the wealth of knowledge accumulated from over 2500+ years of combined experience in financial planning.
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Cindy Skaggs – Certified Financial Planner, Integrated Financial Group
Darrin Bearden – Founding Partner, Clear Blue Wealth
Karen Lee – Founder, Karen Lee and Associates
Brian Quinn – Principal Partner, Searcy Weems-Scott & Quinn
Josh Donley – Wealth Manager, Mosaic Capital Management
Gerald Craig – Partner, Carolina Planning Consultants, LLP
Robert Davis and Micah Valentine
Johan and Kathy Healy – Healy Wealth Management
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