Zachary Welborn recently gave a talk titled Your Search for a Financial Advisor to over 30 business owners in Sugar Land, Texas. His presentation focused on important questions to keep in mind when interviewing Financial Advisors in order to avoid future pitfalls. Attendees included Joe McGee, Owner of Joe McGee Allstate Agency; Brendan Doran, CPA®, Managing Partner at Doran & Johnston PLLC; Mike Valdez, Owner of Chamberlin Ace Hardware; and Kenneth Hughes, Executive Sales at Mercedes-Benz of Sugar Land.