Maren & Dave Reeder
What is the background on how the client was introduced to our firm?
Clients have been good friends with Dan for over 10 years, working with him in a previous job and serving on various boards together.
Who all was involved in the case from start to finish (Balefire team members and outside advisors if applicable)?
What were their roles?
Dan Berve, Erika Wood
What problems did we help the client solve?
They were looking for support in managing their investments professionally and trusted Balefire and the people they have known there for several years. Maren and Dave are not retired yet but actively working to better prepare for retirement years.
Were there any challenges along the way?
How did you overcome them?
None.
What was the total revenue generated from this case?
$10,346