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Kenneth Sharrock and Leslie Kaplan
49:19
Kenneth Sharrock and Leslie Kaplan
Jonathan Zelinger
May 11, 2023 Door-to-Door Virtual

One Small Step partners Kenneth Sharrock (60) and Leslie Kaplan (56) talk about religion, ancestry, and the guiding influences of their political beliefs.

Parent Financial Interview
07:15
Parent Financial Interview
McKayla Schwab
January 11, 2021 App Interview

Financial planning and questioning.

mby020530
Cynthia Conger and Cici Conger-Portie
38:46
Cynthia Conger and Cici Conger-Portie
Zena Zendejas
March 24, 2021 MobileBooth West (MBY)

Cici Conger-Portie (48) interviews her mother, Cynthia "Cindy" Conger (72), about the way that her career as a financial advisor developed. Investment advisory services offered through Advisory Alpha, LLC DBA Conger Wealth Management, an SEC Registered Investment Advisor. Certified Financial...

Jake Simpson and his mother Kate talk about her growing up in the small town Dalton, Georgia, and she details her impactful experiences!
19:13
Jake Simpson and his mother Kate talk about her growing up in the small town Dalton, Georgia, and she details her impactful experiences!
Jake Simpson
November 29, 2023 App Interview

In this interview on November 26, 2023, Jake Simpson (17) interviews his mom Kate Simpson (45) and asks her about her childhood and life back then in Dalton, Georgia. Kate shares stories about her parents and siblings from when she...

The need for financial planning
09:39
The need for financial planning
wmfeorlando
March 22, 2019 App Interview

Aaron's experience after graduating from Air Force Academy and what he has learned working with veterans