Today we have two special guests joining the show from Cranbrook Wealth in Bloomfield Hills, Michigan: Casey Bear, CEO, and Logan Ross, Advisor. Casey and Logan work with three other colleagues to manage $800 million for 225 clients, and they are here to share their individual journeys in becoming important members of the Cranbrook team. Listen as Casey discusses how he was hired into the firm as an advanced planning analyst with no experience—and then got promoted to CEO at just 31 years ...
Dec11
