About the Authors
For years, Wayne and Jay partnered at TD Ameritrade to launch innovative new products for its online clients. Today, Wayne and Jay have left TD Ameritrade to work with clients on a more personal level. Meeting your personal life goals requires you to meet your financial goals. This book is your key to meeting your financial goals.
Wayne Ferbert is a cofounder and principal of ZEGA Financial, LLC, a Registered Investment Advisor. He has spent his entire 17-year career in financial services, with 10 of them in the online brokerage segment with TD Ameritrade. In addition to managing business development as a member of the Senior Operating Committee at Ameritrade, which included M&A and market research, he ran product development. ...
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