On this episode, we're joined by Jeff Thomas. Jeff has over 25 years of experience working at some of the biggest names on Wall Street. He was named to Morgan Stanley's Chairman's Club (top 2% of advisors) in 2008. From 2009 to 2013, Barron's magazine recognized him as "One of Texas' Top Financial Advisors." In 2017, Jeff established Archetype Wealth Partners, LLC. From small advisors who are wired for more to high-capacity business owners, he is passionate about fueling leaders for greater...
