We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world.
If you’re wondering what it really takes to build an intentional and niched firm, this episode is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/280
Behind The Advisor