Meet Our Fall Intern – Ruben Ortiz

Meet Our Fall Intern – Ruben Ortiz

Meet this falls’ intern, who will be learning from and assisting our team — Ruben Ortiz! Ruben, a senior at The University of Alabama in Huntsville, will be joining us in the office.  Through his coursework at The University of Alabama in Huntsville, Ruben discovered...
Meet Jacob Walton – Our Fall Intern

Meet Jacob Walton – Our Fall Intern

Meet this falls’ intern, who will be learning from and assisting our team — Jacob Walton! He a junior at The University of Alabama, will be interning virtually. An early aptitude for math and science led to Jacob’s interest in crypto portfolio management and planted...
Meet Matthew – Our Spring Intern

Meet Matthew – Our Spring Intern

As we continue our mission to offer leadership development opportunities for college students interested in financial planning, we are excited to welcome our first round of spring interns this year.  For the next four months Matthew Goldstine will be our in-office...