Fred Martin: Acting Boldly With Purpose

Fred Martin, founder and lead portfolio manager of Disciplined Growth Investors (DGI), isn’t afraid to stand out from the crowd. ...

David Carnes: Living By Design

David Carnes spent many golden summer days during his childhood fishing with his grandfather. One day, his grandfather turned to ...

Patrick Hunt: The Hunt for Relevant Exposure

Here’s a conundrum. How do you wrangle a world-weary, time-depleted and sales-savvy generation into pausing over the off, skip, fast-forward ...

Israel & Gerity, PLLC: Business-Minded Legal Reps

“I do run this business. I’m the managing partner and I think that’s valuable when it comes time for me ...

Family Legacy Planning: Decisions Today Impact Lives Forever

Where it comes to financial matters of legacy planning, nothing should be left to chance. Founder of Family Legacy Planning, ...