• Managing Director Lance Gunkel shares simple ways to build flexibility into your plan so you can feel confident no matter what the year ahead brings.

    Your Financial Game Plan Starts Here

    by Lance Gunkel CFP® CFA Managing Director | January 20, 2026

     

    Markets change. Life happens. In our latest Finance Moment podcast, Managing Director Lance Gunkel shares simple ways to build flexibility into your plan so you can feel confident no matter what the year ahead brings.

    Lance Gunkel CFP® CFA Managing Director

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