The Ascent Podcast

The Ascent Episode 22: Matt Shea – Estate Planning Attorney, Principal at Lathrop GPM

Matt shares his experiences in working with high net worth to ultra-high net worth families.   He talks about not always having to be the smartest person in the room, and the importance of surrounding yourself with good people.   Ultimately, he describes the character traits that he believes have led to his success. 

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The podcasts listed on this page were recorded while Joe was affiliated with a different broker/dealer, Securian Financial Services.
His current broker/dealer affiliation is with Cetera Advisor Networks, LLC.