In this Podcast interview with Cantley Dietrich, Managing Partner, Geoff Dietrich, listen in to a conversation as Geoff shares:
sabmgroup.com/geoffrey-dietrich/
- His experiences serving in the military;
- How law school taught him how to think;
- How Cantley Dietrich came to be;
- Why ideal clients are like-minded individuals;
- How to know when you need to talk to a wealth manager in addition to your CPA;
- Some tax savings strategies;
- And some 2022 goals for Cantley Dietrich
sabmgroup.com/geoffrey-dietrich/