Aug 24, 2020
In this episode, Steve talks with Yvonne and John O’Neill of O’Neill Financial Management, a registered investment advisor offering a unique approach to investing.
For nearly three decades, John and Yvonne have worked together to guide and serve their clients. They started a tax practice and later added financial services to their offerings. It was a tough decision, but one they don’t regret.
John and Yvonne talk about what it was like taking a huge leap in their business, the struggles they had to work through, and why confidence and trust are so important.
”When you get into tough times with the markets or people's lives, [confidence and trust] really are the driving factors. Those two things together have, I think, given us a chance to think big and grow the practice. ” ~ John O’Neill