How Implementing EOS Transformed Our Business Operations 00:10:00
Jason Newcomer CFP®, EA, AIF®. After more than a decade of working at my previous firm, where at some point I did just about every job under the sun, I launched Dogwood alongside my good friend and business partner Eric. I am a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary, and an Enrolled Agent. I also have served as a board member for the Greater Kansas City Financial Planning Association.