Navigating Retirement Planning: Balancing Focus and Integration with David and Mary Oransky 00:10:00
David first became interested in financial planning when a personal need arose. While he was still early in his career as a CPA with a big-four accounting firm, David’s mother passed away from ovarian cancer. Mary’s always been an analytical problem solver, which is why she initially decided to study biochemistry in college and become a scientist. She gained vast experience as a lab researcher, an EMT, and even a sales professional.