Feedback with Dan Holzman

In this edition of FEEDBACK WEEU our first hour is spent with Bill Van Sant, Executive Vice President and Managing Director of Girard, a Univest Wealth Division and Lisa Ashcroft, Vice President and Wealth Trust Advisor of Girard, a Univest Wealth Division.  Bill and Lisa share valuable information and experience about how we can manage our finances, set budgets, update our financial documents and so much more.  Our second hour is a conversation about Connectors and Community Advocates asking the question “what do you think our community needs?”   We have so many people in our community and beyond who see the needs and connect the needs to resources so people can thrive!