 “I've just started [working], so the lack of experience makes me less comfortable dealing with them, and when they have questions, I'm always checking with a planner who is in the office."Treavor Dodsworth, NorthWest Financial Services Inc.. |
Not shy, new planner jumps in with both feet
Darla Mercado | InvestmentNews, December 2014
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Summary: Treavor Dodsworth, 23, hasn't been shy about taking on as many new responsibilities as he can at NorthWest Financial Services Inc. In less than three months, Mr. Dodsworth has tackled a variety of new tasks at the Indianapolis-based firm, whose services include charitable-giving advice and estate planning.
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