Innovative Approaches to Opening Doors to New and 2nd Gen Clients

Speakers

Lisa Westermark, ChFC®

Senior Vice President & Co-Founder, Beverly Hills Private Wealth

Derek Wittjohann CPWA®, CFP®

Chief Operating Officer, Partner, Premier Path Wealth Partners

Laura Jogani

Sales Executive

 

Speakers

Lisa Westermark, ChFC®

Senior Vice President & Co-Founder, Beverly Hills Private Wealth

Derek Wittjohann CPWA®, CFP®

Chief Operating Officer, Partner, Premier Path Wealth Partners

Laura Jogani

Sales Executive

Apr 26, 2024
13 minutes

A panel discussion with Beverly Hills Private Wealth cofounder Lisa Westermark and Premier Path Wealth Partners COO Derek Wittjohann.

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