Planning for Generations Podcast: How Bond&Devick Helps Families with Planning Across Several Generations

RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, joined Teresa and Anne, two of our generational client families.

Bond&Devick Wealth Partners started in 1982 and over the past 4+ decades we have had the privilege to work with many families across 3 or more generations.  In this podcast, RJ Devick sat down with Anne and Teresa as they shared their stories of their 2 families who we have worked with since 1990, but the story actually begins in 1982 at Minnesota State University - Mankato.