We are pleased to introduce a new series for the year, “What are you working on?” We hope this series can shed light on some of the tasks, thought processes, and work our team does behind the scenes and when not working face-to-face with clients. This week, Andy joins us in his office to talk about two different clients he’s currently focused on: accumulators and distributors. Are you curious about anything our advisors and team do behind the scenes? Let us know! Learn more about Ballast: Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)