We're excited to share that two of our Paraplanners, Garrett Welsh and Samantha Buchanan, were recently featured on Episode 288 of the New Planner Podcast with host Caleb Brown, where they shared their experiences transitioning from college into the financial planning profession and what they've learned during their first year in the industry.
Throughout the conversation, Garrett and Samantha discuss:
● What inspired them to pursue careers in financial planning
● Why they chose to begin their careers with our firm
● The value of mentorship, teamwork, and continuous learning
● How technology is helping advisors work more efficiently while keeping relationships at the center of financial planning
● Their advice for students and young professionals looking to enter the profession
One of our favorite parts of the episode is hearing how they describe the collaborative culture at AFGAS and the opportunities they've had to learn from experienced advisors while growing into client-facing roles. We're incredibly proud of the professionalism, enthusiasm, and dedication they bring to our clients and our team every day.
Congratulations, Garrett and Samantha, on representing our firm so well!