Episode 2
S5 E2
June 8, 2023
32 Mins

A Financial Review for a Beloved Sitcom Couple

Ever wonder what goes down when you start working with a wealth management firm? Our financial gurus — Adam Cox, Kyle Cipperley, and Joe Dylla — walk you through the prospect review process and share their financial recommendations for an iconic sitcom couple: Jim and Pam Halpert from “The Office.”