RIA CEO Discusses Financial Impact of Russia Invading Ukraine

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  • 06 mins 10 secs
Three advisors from Northwestern Mutual broke away to launch Intergy Private Wealth in late 2021. CEO Charlie Dunn CFP®, RICP® describes that process, what it is like being one of the only independent firms offering multi-family office services in Colorado Springs, and how his team is navigating Russia's attack on Ukraine
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