FINANCIAL ADVISOR
Nadia Barry Fuglstad

I love connecting with people on a human level. If I don't know my clients as people first – the things they value, their dreams for themselves and their families, whether the markets keep them up at night – then how can I build a financial strategy that truly serves them, that gives their money purpose?

Here's the other reason I want to know my clients well beyond bank balances and portfolio mixes: Investing is a marathon, not a sprint, so I plan to be part of each client's life for the long haul to help keep them on track, guide...