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Oct 14, 2024

Can AI Help With Your Finances?

It is important that you understand and are comfortable with the AI tool’s universe of information and how the AI tool will use your information before you engage.

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AUTHORS

Elaine E. Bedel, CFP®

CEO
Executive on Loan

Evan D. Bedel, CFP®

President

Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

Ryan A. Collier, CIMA®

Vice President and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Abby Presley, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

Mathew J. Ryan, MBA, CFP®, EA

Financial Planning Specialist

Austin Stagman, CIMA®