Hey there and welcome back to Eggs! This week we have special guest, founder, and CEO of Mindful Money, Jonathan DeYoe. Jonathan has an interesting story to tell. Emerging from Rapid City, South Dakota, and being raised in a family that was less than financially secure, he developed an interest in financial education early, making his first stock trades at 9 years old with the money he’d made mowing yards and doing odd jobs.
After leaving college he worked for several years in large San Francisco-based Wall Street financial firms like Morgan Stanley and PaineWebber, but after what could only be described as a negative experience in many of these firms Jonathan decided to make a change and go solo. He launched his firm in 2001 with a focus on independent financial advice and an unparalleled client experience service.
Joining us today to discuss getting started with financial planning, please join us in welcoming to the show our guest Jonathan DeYoe.
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