Episodes

  • Thayer Partners CPA Alliance

    Thayer Partners CPA Alliance
    Dec 6 2023

    Chris Wilmerding of Thayer Partners joins us with CPA partner Dave Miller to discuss how they are addressing complete wealth collaboration by aligning all professionals together behind the clients' best interests. 

    If you'd like to chat with Chris or Garrett, please email us at info@wealthpartners.io


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    39 mins