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Talk…about money

An interview with CEO Joe Lind

by | Nov 6, 2024 | Client Service

Thanks to Greg Beck over at FocalPoint Advisory Services for spending some time with our CEO Joe Lind to learn more about how and why we built Dinergy Wealth Management; how Joe finds that all important “me time” during the day; and why our focus on clients is so important to us.

Some good straight talk about the financial advisory business, our firm and the clients we serve.