Payton McKay

Personal Financial Planning Student | Intern at Golden Goose Wealth Planning

Role
Apprentice at Golden Goose Wealth Planning
Location
Grand Rapids, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Payton McKay

I am Payton McKay, a senior Personal Financial Planning major at Central Michigan…

Experience

  1. Apprentice

    Golden Goose Wealth Planning

    Mar 2025 — Present

    Observing client meetings to gain firsthand experience in financial planning discussions, client relationship management, and personalized strategy development. Learning the behind-the-scenes operations of an RIA, including financial planning software, data analysis, and workflow processes to support client needs.

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Payton McKay — Apprentice at Golden Goose Wealth Planning in Grand Rapids, MI, US | Unifers