TriFound's Top Three

Our guest this week may have interviewed with us because of an internal referral, but he quickly proved himself to be one of the best. Aren't referrals great? Garrett Martin joins Justin on the podcast this week, here to talk about his role as Account Manager down in Florida and to talk about some big changes in the world regarding the car industry and oil prices. With Labor Day right around the corner, it's the perfect listen as you enjoy the end of summer.

Our episode this week continues a trend of guests from Team Hemphill with Financial Advisor Brianna Cheesmond sitting in the guest seat. Brianna's here to talk about her favorite things about being a Financial Advisor, continued impacts from the pandemic like our teacher shortage, and where we're at with inflation today. They even share their recommendations on some shows to watch right now, check it out!

This week's episode welcomes Shane Hemphill back for his second time as a guest and he and Justin have a lot to discuss! Shane is a Wealth Manager as well as a Managing Partner of TriFound, and his insight on current market trends is not something you want to miss. Take a listen to hear how Shane and his team adapt to these changes when it comes to Legacy Planning and how they incorporate multiple generations in those plans.

TriFound's Top Three is back after a short summer break, and we're thrilled to kick off a string of episodes with our Financial Advisor, Brett Martin! Brett's joining Justin in the studio to talk about what in the world is going on with inflation, market drops for some big tech companies, and how they're surviving the summer heat. Tune in to hear what they say!

TriFound's Top Three has its first official repeat guest this week, with Sarah Saum returning to the microphone with Justin to talk about her new role as a Wealth Manager at TriFound. Sarah and her team are gearing up for a couple of speaking events in the Chicago area, and she's here to tell Justin all about that and more on TriFound's Top Three!

This week we're doing things a little differently at the podcast. Our scheduled guest was feeling a little under the weather, so we switched things up and brought the show's producer and TriFound's Creative Director, Tyler, back on the mic! Justin and Tyler have a quick conversation on the latest news around the nation, from the real estate market all the way to Top Gun's box office performance. We'll be back next week with a special guest, but for now it just feels good to drop by and say hello to our incredible listeners.

TriFound's Top Three is back with an all new episode from TriFound's Account Manager based out of our Chicago area office, Allan Peil! Allan is here to talk to Justin about his work as an Account Manager, why schools should put more emphasis on financial education, and even a little on Cryptocurrency. You won't want to miss it!

The world continues to change and there is a lot to discuss on this week's episode! Justin is joined by Arica Adams, a rising star in the Account Manager role here at TriFound. For a look at the latest news and more insight on how our Account Managers like Arica work with our clients, go ahead and hit play!

You're hearing all about the Great Resignation and the world of hiring these days, right? Well joining Justin this week on TriFound's Top Three is TriFound's HR Specialist Andy Crane, and he's ready to talk about all of it. It's all here on TriFound's Top Three!

Tax season continues, which means another week for Justin to be joined by one of our great CPAs, Steve Broman! Steve joins us from Florida to talk about the intricacies and importance of tax planning, the close relationships clients have with their CPAs, and even a little bit of March Madness. It's all here on TriFound's Top Three!

TriFound's Top Three is back this week to give you a look at what it's like managing offices spread out all over the country. Joining us is the man in charge of all things Building, Dexter Marzette! Dexter joined the TriFound team in 2021 and has quickly become a key player in helping TriFound's national growth. Justin asks him about all of that and more on TriFound's Top Three!

You might start noticing a recurring theme with our podcasts for a little bit, and that's because tax season is upon us! It's that time of year where we gather up all of our important documents, try our best not to procrastinate, and look for help from the professionals. We've got our CPA Dave Mischler on the podcast this week to go over all of that and more!

This week's episode brings us a TriFound Legend with Client Care Coordinator, Pam Fenner! She's been here from the very beginning, working out of our first office in Martin, MI and has seen every step in TriFound's growth. Justin gets to talk to her about her beginning with the company, her background, and as always gets her insight on current news.

Do you hear that? It's the sound of tax season right around the corner, and nobody is more aware than TriFound Accounting's team of certified experts! Justin is joined this week by our wonderful Controller, Cindy Krou. Cindy works out of our Milford, IN office and she's here to tell us all about their preparation for the next few months, and what you should be preparing for ahead of April.

TriFound's Top Three is back with our second episode of the new year, this time with special guest Sue Jacobson! Sue is one of our incredible Account Managers that excels working with our clients in Tacoma, WA. Justin and Sue reminisce about their years working together, Sue's knack for remembering people, and take a look at what's going on with inflation. It's all right here on TriFound's Top Three!

Welcome to our first episode of 2022! For our latest episode, Justin has Josh Storey joining him, a stellar Financial Advisor working out of our Florida office. Justin and Josh talk about the state of the job market, recent news since last month and even some fun New Years Resolutions. It's great to be back!

We're taking it easy on TriFound's Top Three this week, with a fun episode dedicated to our clients and listeners. Thank you to everyone that's supported us so far, and for an incredible year here at TriFound. Enjoy this time with your family over Christmas, and we'll see you back here in 2022!

This week's episode covers a variety of topics, featuring one of TriFound's incredible Financial Advisors down in Florida, Melissa Ray. Melissa came to TriFound through an acquisition a few years ago, and she and Justin have worked together ever since. They discuss her beginning in the industry, the workforce, cryptocurrency, and even this weird thing call the Metaverse. Check it out!

Welcome back to TriFound's Top Three! Our guest this week is none other than our Federal Benefits expert, Don Wills. Don has been in the business for a very long time, helping Federal Employees with their benefits and retirement. Justin and Don talk about Don's past and the differences in Federal benefits, and how Don tackles that in his webinars for TriFound. Enjoy!

Happy Thanksgiving, everybody! Today we're thankful for our guest this week, and all of our listeners! Justin is joined this week by our newest Wealth Manager, John Kwit, who is having so much success with some of our offices out west. As usual, Justin and John talk about John's backstory and how he ended up at TriFound, but he also shares a very personal and recent story about the importance of planning. It's the perfect episode while you're digesting that turkey or shopping for Black Friday deals.

This week's episode of TriFound's Top Three brings us one of our greatest Account Managers, Taylor Hemphill! Taylor works in our Saginaw Office, and if you recognize her last name it's because Shane is her brother, something we have fun talking about in the podcast. Taylor brings us a lot of wisdom this week through her appreciation of language, communication, and what she loves about helping TriFound clients.

Justin and the team were a little busier than normal this week, which meant it was the perfect week to go unscripted and interview TriFound's Marketing Director, Tyler Babbitt. Tyler actually isn't new to the podcast, as he sits in on every recording to produce and edit the episodes, but it's his first time in front of the mic. Justin and Tyler talk about TriFound's history with marketing, the importance of communciation with clients, and what it takes to put this podcast together. It's a fun one!

We're back this week with another episode of TriFound's Top Three! Our special guest this week is our Account Director Sarah Saum, one of the key players to TriFound's success. Sarah talks to us about her role with the company and how she manages a number of processes and employees that give clients the service they expect. Her journey to the role is also a highlight for how someone can grow from an acquisition! Not only that, but she may or may not steal the show by the end...

Episode 8 introduces yet another player on TriFound's team, our Securities Specalist Jason DeRosa! Jason works out of our Fort Myers office and is our resident expert in securities and trading. If you've ever wondered how TriFound makes decisions and how we keep an eye on the market, this is the episode for you. Jason and Justin talk about all of that and more!

This week's episode of TriFound's Top Three has a very special guest with our Client Care Specialist, Susan Radziewicz! You've heard from some of our team that you'd meet in a meeting, but this episode takes a look behind the curtain at how TriFound operates. Susan manages our Client Care team, aka the first thing you hear when you call in, as well as our acquisitions and travel. Justin goes over all of this and more in the episode!

This week's episode brings us a conversation between Justin and one of TriFound's Senior Financial Advisors, Kyle Redd. After working his way up through Healthcare and the Account Managers, Kyle now meets with TriFound clients on a daily basis and is a major asset to the TriFound team. Listen as Justin and Kyle talk about the ever changing world through financial news, answer some client questions, and the fun of being a Lions fan.

For this week's episode, Justin sits down with TriFound's Chief Legal Officer, Chico Obande. Subjects range from Chico's impressive number of degrees to the common mistakes people make in their estate planning. If you want to know more about trusts (and you should), this is the episode for you.

This week's episode welcomes TriFound's Deb Harris, our Healthcare expert and Outreach Coordinator. Deb and Justin go over how Deb works with clients to find the Healthcare plan that works for them, and they dive into Deb's and TriFound's extraordinary work within our communities.

Episode two brings us Shane Hemphill, one of TriFound's Managing Partners and a top Wealth Manager at TriFound. Justin and Shane talk about everything from Shane's career, the TriFound process of becoming a client, and even a little bit on taxes.

Hosted by Justin Pippert, our first episode features none other than TriFound's Founder & CEO, Gary Harris as a guest.