Podcasts about wealth management advisor

Amid the recent political theater, economic uncertainty, and media overload, this week's show on KBOI strips it all back to what really matters: your money and your mindset. Brian Wiley challenges listeners to push past the distractions—from tariffs and tech to presidential puffery—and demand the one thing no one seems to be offering: a plan. Is America headed for another recession? Will tariffs tank your investments? And what do Elon Musk, Micron, and your 401(k) have in common? We don't pretend to have all the answers—but we do have a framework that works, even when the world doesn't.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley, Wealth Management Advisor

En este episodio nos tomamos el café con un amigo y colega, asesor en estrategias de inversión por el AMIB y apasionado del ecosistema cripto y activos digitales desde hace más de 4 años. Julio nos cuenta como es el rol de un Wealth Management Advisor, de que se trata la banca de inversión, el análisis de negocios y sobre todo el mundo de las criptomonedas y las inversiones en este tipo de activos digitales.No te lo puedes perder Support the show¿Te gusto este episodio? ¿Te interesa adentrarte más al mundo de la analítica? Descubre una experiencia de aprendizaje diseñada para equiparte con las habilidades más demandadas del mercado. En Retos Academy, encontrarás cursos especializados que combinan teoría, práctica y tecnología para que destaques en la era digital. ¿Qué te ofrecemos? Cursos en áreas clave como Storytelling con Power BI, analítica de datos en R y Python y gestión de proyectos. Herramientas exclusivas como la Matriz ILUO para potenciar tus análisis. Acceso a mentorías, talleres y una comunidad de expertos que lideran el cambio en sus industrias. Próxima generación inicia en mayo de 2025.No te quedes fuera de esta experiencia transformadora. Inscríbete hoy en nuestro marketplace y da el primer paso hacia el futuro

Saving for Today, Tomorrow, and College // Ann Dagg We brought in our favorite financial expert to help us understand all the ins and outs of saving money! It doesn't matter what you make as a single mom, what matters is how you spend and save the money you make. Listen in as Ann Dagg chats with Pam Kanaly & Mel Hiett about saving for today, tomorrow, and college.  Ann Dagg, a former single mom, is a Wealth Management Advisor in Oklahoma City, Oklahoma.

Saving for Today, Tomorrow, and College // Ann Dagg We brought in our favorite financial expert to help us understand all the ins and outs of saving money! It doesn't matter what you make as a single mom, what matters is how you spend and save the money you make. Listen in as Ann Dagg chats with Pam Kanaly & Mel Hiett about saving for today, tomorrow, and college.  Ann Dagg, a former single mom, is a Wealth Management Advisor in Oklahoma City, Oklahoma.

Joining us in this episode of Living Off Rentals is Donald Pearson, a Wealth Management Advisor at Westpac Wealth Partners who holds an impressive list of certifications. Donald is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Retirement Income Certified Professional® (RICP®), and he helps individuals and business owners reach their financial goals as efficiently as possible. A graduate of the United States Naval Academy, Donald was commissioned as a Marine Corps officer and later served as a Financial Manager in the Marine Corps. Listen as he shares his full financial journey, the key areas you need to focus on to achieve financial freedom, and why good financial planning is an ongoing process. He also breaks down the four domains of financial planning and walks us through the “mathematical equation” of financial freedom. Enjoy the show! Key Takeaways: [00:00] Introducing Donald Pearson and his background [08:02] Helping clients become more diversified and well-rounded [12:59] The four domains of financial planning  [17:56] Living into someone's living balance sheet [24:17] Good financial planning and decision-making is an ongoing process [31:09] Where do successful people put their money? [44:54] Connect with Donald Pearson Guest Links: Email: donald.pearson@westpacwealth.com Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals   

Tune in Friday, March 21, 2025 @ 7pm EST for the next “He Said, He Said, He Said Live!” A Look at the World from A Seasoned Black Man's Perspective for the next episode “Money Matters & Mental Health” with Special Guest Randy Jones, Wealth Management Advisor, First Financial Group”They're Back! After a four-week hiatus, He Said, He Said, He Said LIVE returns live on Friday, March 21st for their “Manage your Finance Series” with an all-new episode you won't want to miss!  “Money Matters & Mental Health” Join the guys as they welcome special guest Randy Jones, Wealth Management Advisor at First Financial Group,for an insightful conversation about the intersection of financial and mental well-being, especially in today's unpredictable political and economic climate.With recent concerns about federal employees losing their jobs and economic uncertainty affecting many, we'll dive deep into strategies for:  Financial Planning in Uncertain TimesProtecting Your InvestmentsNavigating Economic & Political ChallengesMaintaining Mental Health Amid Financial Stress This is a conversation that impacts us all. Don't miss it! Tune in LIVE and join the discussion.  As always, your presence and participation make the show even better! We will respond to your questions real-time. New Episodes of “He Said, He Said, He Said” - Live stream Fridays, 7 p.m. EST on all these links:https://linktr.ee/hesaidhesaidhesaidFACEBOOK: facebook.com/hesaidhesaidhesaidliveRELIVE and SHARE special moments from "He Said, He Said, He Said" here: SHOW CLIPS youtube.com/channel/https://www.youtube.com/channel/UCV0MtJCazNWVBSaj1JFHITg#MoneyMatters #MentalHealth #HeSaidLive #FinancialWellness #EconomicUncertainty #talkshow #entertainment #tvhost #lgbtqia #blackmen #trump #elonmusk

Elaina Kim Benfield is joined by Lora Robertson, a Wealth Management Advisor at Merrill, to delve into the multifaceted world of wealth planning. Lora shares invaluable insights on the significance of understanding your assets and investments, paying yourself first, saving early and often, strategic retirement planning, and preparing for life's unexpected events. If you'd like to connect with Lora or Elaina, you can find their LinkedIn profiles below: Lora Robertson: https://www.linkedin.com/in/lora-robertson-89485aba/ Elaina Kim Benfield: https://www.linkedin.com/in/ekbenfield/

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" fromhttps://UHNWC.com/  With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke (https://www.nanatanke.com/) specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). His focus is on crafting personalized insurance and annuity solutions for high-net-worth individuals and families, providing them with a tax-efficient investment environment.In this episode, Chris and Christian discuss:1. Mastering Private Placement Life Insurance2. The Power of Networking3. Breaking Into the High-Net-Worth Market4. The Hidden Wealth Strategies of High-Net-Worth IndividualsLinkedIn:https://www.linkedin.com/in/christian-nana-cfa-0a85932/ Website:https://www.nanatanke.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok:https://tiktok.com/ultrahighnetworthclients YouTube:https://www.youtube.com/@uhnwcFacebook:https://www.facebook.com/UHNWCPodcast Twitter:https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify:https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite:https://uhnwc.com Work with us:https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Elias is joined by Premier Investments & Wealth Management Advisor, Chris McNeal to answer questions from our listeners on paying off your mortgage before retirement, managing your money after a divorce, and navigating retirement while avoiding the stock market.  Check Out Chris's Podcast: You're Not Dead Yet Watch: https://www.youtube.com/watch?v=MJRry3kCZoY  Spotify: https://open.spotify.com/episode/5OHwCpz5KHNYN3xr56r6hu?si=fimvsU8uTiSqGYED6a8e1w  Apple Podcasts: https://open.spotify.com/episode/5OHwCpz5KHNYN3xr56r6hu?si=fimvsU8uTiSqGYED6a8e1w  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced  All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage #divorce

Welcome back to the Amicable Divorce Network podcast, hosted by Tracy Ann Moore Grant, founder of the Amicable Divorce Network. In this episodeTracy is joined by Dominic Scarpelli, a Wealth Management Advisor who specializes in tax-efficient investment strategies and financial planning. Dominic discusses the role of financial planning before, during, and after divorce, including risk management, budgeting, and legacy planning. He emphasizes the importance of professional guidance in managing marital wealth division, creating financial roadmaps, and securing a stable financial future. Be sure you follow @amicabledivorcenetwork on all socials to stay up to date on all new content and episodes!

Morgan Martin is the Vice President and a Wealth Management Advisor at Merrill Lynch, one of the largest wealth management businesses in the world. He has been recognized on the 2023 Forbes Best-In-State Wealth Management Teams list, ranking number one in Oklahoma. With over a decade of experience and a robust educational background from The University of Oklahoma, Morgan excels in financial planning, asset management, and investment strategies. He is known for his meticulous approach to client wealth management, focusing on personalized financial solutions. A community leader and family man, Morgan values personal connections and leverages his expertise to serve diverse clients.  In this episode… In a world where algorithms and automated services increasingly drive financial advising, what truly sets one advisor apart from another? Is it possible that the future of wealth management lies not in the race for the highest returns but in the strength of the relationships between advisors and their clients? According to Morgan Martin, a seasoned wealth management professional with extensive experience guiding high-net-worth clients, the real value in financial advising comes from building and nurturing long-term relationships. He highlights that while technology and automation have revolutionized the industry, they must maintain trust and understanding developed over years of personal interaction. Morgan emphasizes that clients today seek more than just financial advice — they seek an advisor who knows their family, understands their goals, and can provide tailored guidance that a robo-advisor simply cannot. This approach fosters loyalty and ensures that the advisor can better navigate the complexities of wealth management across generations. In this episode of The Same Day Podcast, host Yoni Schmidt is joined by Morgan Martin, Vice President and a Wealth Management Advisor at Merrill Lynch, to discuss the importance of relationship-driven wealth management in the modern financial landscape. They explore how personalized service is becoming a key differentiator, the role of technology in enhancing but not replacing human interaction, and the urgent challenges and exciting opportunities in guiding the next generation of clients.

In this episode of the Pain Points Podcast, we sit down with Ryan O'Connor, a Founding Partner and Wealth Management Advisor at Primacy Financial, a multi-specialized wealth management firm. Ryan's path to success is nothing short of inspiring. As a certified Financial Planner professional, he has built a career by offering tailored financial advice and written plans to business owners, high-net-worth individuals, and professionals like physicians and dentists. But like any great success story, Ryan's journey wasn't without its Pain Points. Ryan navigates the complexities of scaling a business and the critical decisions that drive growth. He also emphasizes the importance of setting high expectations to ensure you attract the right talent for your business. Lastly, he discusses balancing talent gaps with client satisfaction, ensuring that both client needs, and business objectives are met effectively. If you're looking to gain valuable insights on wealth management, business development, and overcoming your own hiring hurdles, this episode is a must-watch!

In the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business owners. Brian criticized the uneven retirement savings options between large and small businesses, advocating for uniform deferral limits. They highlighted the need for a team of professionals, including financial and tax advisors, to navigate complex financial issues. The discussion also covered the benefits of Health Savings Accounts (HSAs) for tax advantages and medical expense flexibility and more!   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com   Hosts: Brian Wiley Matt Nadeau, Wealth Management Advisor https://www.piershalefinancial.com ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com   Ataraxis PEO https://ataraxispeo.com   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Formations: https://get.formationscorp.com/real-money-pros —————————————————————

In this episode, Jeremiah Bates is joined by Ben Barzideh, a Wealth Management Advisor with Piershale Financial Group of Apollon. They discuss the recent CrowdStrike cybersecurity incident that occurred last Friday and its significant impacts on industries and the stock market. They emphasize the importance of diversification in investment portfolios to mitigate risks of over-concentration. Practical advice is offered for business owners and investors on protecting themselves through insurance and strategic diversification. Additionally, Jeremiah and Ben highlight the importance of early tax planning with a CPA, especially for small business owners. Guidance on setting up retirement plans, such as 401(k) and Simple IRA, is provided, detailing their administrative requirements and benefits.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com   Hosts: Jeremiah Bates, Wealth Management Advisor Ben Barzideh, Wealth Management Advisor https://www.piershalefinancial.com ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com   Ataraxis PEO https://ataraxispeo.com   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Formations: https://get.formationscorp.com/real-money-pros —————————————————————

Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jamison Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!  About Jameson Lett Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people's lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013.Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio.Here are some power takeaways from today's conversation:02:00 His journey04:45 Reactive planning vs proactive planning07:38 Including alternatives in your planning 12:12 Implementing infinite banking18:15 Whole life insurance22:25 Talking to someone who doesn't like whole life insurance29:23 Working with a business owner vs an LP investor33:18 Should you find a financial advisor that works with real estate?35:55 Should your financial advisor be a fiduciary?38:13 Podcast recommendations39:14 Contact Jameson This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.       Podcast Recommendations:The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861Resources Mentioned:Contact the guest:LinkedIn www.linkedin.com/in/jamesonlettAdvertising Partners:Vyzer:https://vyzer.co/Left Field Investors:https://www.leftfieldinvestors.com/Rust Belt Capitalhttps://rustbeltcapital.com/Tribevest: https://www.tribevest.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

We brought in our favorite financial expert to help us understand all the ins and outs of saving money! It doesn't matter what you make as a single mom, what matters is how you spend and save the money you make. Listen in as Ann Dagg chats with Pam Kanaly & Mel Hiett about saving for today, tomorrow, and college.  Ann Dagg, a former single mom, is a Wealth Management Advisor in Oklahoma City, Oklahoma.

Part 1  of 2  We brought in our favorite financial expert to help us navigate this worthy topic. It doesn't matter what you make as a single mom, what matters is how you spend and save the money you make. Listen in as Ann Dagg chats with Pam Kanaly & Mel Hiett about the secrets and benefits of budgeting.        Ann Dagg, a former single mom, is a Wealth Management Advisor in Oklahoma City, Oklahoma. 

We speak with David Smallwood, a Wealth Management Advisor for Northwestern Mutual in Nashville, Tennessee. We discuss steps to building a financial legacy, budgeting and saving tips, the importance of partnerships in our communities, and financial literacy for our youth. We have spoken with past financial advisors, accountants, real estate agents, and we worked his brain on some new information that we didn't know about. Tune in Now! Black Men Sundays is ranked #30 of the top 80 Black Wealth Podcasts on https://podcasts.feedspot.com/black_wealth_and_investing_podcasts/

Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management. Her financial and civic life has been a profile of influence and devotion since she joined Merrill in 1985. Highly regarded in the industry and among a loyal and growing clientele, she has built a reputation for caring deeply and sharing […]

Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor at Merrill Lynch Wealth Management. Her financial and civic life has been a profile of influence and devotion since she joined Merrill in 1985. Highly regarded in the industry and among a loyal and growing clientele, she has built a reputation for caring deeply and sharing […] The post Mary Ellen Garrett With Merrill Lynch Wealth Management appeared first on Business RadioX ®.

Family legacy planning involves more than just helping your clients accumulate assets. Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that lasts for generations. In this episode, Referral Coach Bill Cates interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on … Continue reading Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones →

Life insurance is an important item to address in financial planning, especially when you are depended upon for financial support by a family. Todd Marschall, a Wealth Management Advisor at Northwestern Mutual joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss life insurance. This topic is not everyone's favorite to talk about, but often it doesn't become a point of discussion until it's too late.

Maintaining good vision is an important aspect of overall health. . Dr. Cordell Adams, Chief of Ophthalmology, Baylor University Medical Center, will open our eyes in a candid conversation about how we can manage our vision carefully. You don't need to have a lot of wealth to take advantage of a financial advisor. In “WE SEE YOU," meet Wealth Management Advisor, Randy Jones to talk about how securing a financial advisor can move you from“NONE” to “SUM.” While not everyone needs a financial advisor, many people would benefit from personalized advice to help them build a strong financial future. Stop by and hear what Randy has to say!Join Alvin, Bobby, and Vash for the next double-header episode of “He Said, He Said, He Said” for “Behind Our Eyes” and get some tips on how you can potentially live a happier and healthier life. --- Send in a voice message: https://podcasters.spotify.com/pod/show/hesaidhesaidhesaidlive/message

In this episode we're joined by Chris Serrano, Performance Manager at EXOS and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals.Chris and James sit down with FS Investments Director of Client Value Add Programs Ginevra Czech to share insights on goals and goal setting. They discuss the necessity of “starting with why,” the best ways to stay motivated and the awesome power of celebrating wins.

In this captivating episode of the Sea Captain Way Podcast, Greg and Phil welcome Dave Thomas, a Founding Partner at Sea Captain Analytics and a Wealth Management Advisor at Northwestern Mutual. As they embark on a new partnership, Dave and Phil delve into the world of analytics-driven wealth management and share their vision for energizing top performers to achieve peak performance.Learn how analytics can transform your wealth management approach and strengthen client relationships. Discover strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency. If you're seeking to take your performance to new heights and want insights into leveraging analytics in wealth management, tune in to this episode as Dave Thomas brings his experience and expertise to the table, offering valuable strategies for success. Remember, success awaits those who dare to step beyond their comfort zone! Key Points:∙ Dave, Phil and Greg discuss strategies to increase revenue, refine portfolio management, and leverage automation for operational efficiency. ∙ Phil and Dave collaborated for 18 months to build the technology for Sea Captain Analytics.∙ Sea Captain Analytics is a tool that allows Advisors to have more time to focus on things like portfolio management. Dave discusses the breakthrough data analytics dynamic like the “Moneyball” sabermetrics used in Major League Baseball, and how combining it with coaching can be a powerful add on.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with David ThomasWebsite

Good News (not really) only 6% have coverage! (…and, no, it's not covered by Medicare) Listen to our two experts discuss affordable, long-term care and how you can keep yourself out of a Medicaid Nursing Home. Mark Holder, CFP® Imlay & Holder Wealth Certified Financial Planner. certification, and has his series 6, 65, 63 and 7 security licenses as well as advanced designations CLU® and ChFC® from the American College of Financial Services. Mark has been providing quality expertise for more than 22 years, focusing on the areas of strategic planning and wealth accumulation. Jeff Imlay, CLU®, ChFC®, CLTC® , Imlay & Holder Wealth, Wealth Management Advisor and Long Term Care. Jeff has over 32 years of experience and is expert in the specialty of Individual Disability and Long-Term Care. Jeff's professional designations include: CLU® - Chartered Life Underwriter, ChFC® - Chartered Financial Consultant and CLTC® - Certification for Long-Term Care. Jeff lso holds Series 6, 7, 63, and 66 securities licenses and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Contact Mark or Jeff: 913-676-8038 https://imlayholderwealth.com f you have questions about this episode, contact Mark or Jeff: 913-676-8038 https://imlayholderwealth.com Have an issue or question for Cary? Visit https://www.americashealthcareadvocate.com/contact-us America's Healthcare Advocate: Cary Hall: americashealthcareadvocate.com

Let's talk MONEY. Ew. For real though, are you and your kiddos set financially or do you you not know?Mention BALKANINA when you email Matt to get $3,000 off aka a FREE financial life plan. Matthew.Krueger@nm.com Website: https://www.kfwealthmanagement.com/Matt lives in Janesville, WI. He is married to Carrie, who is his rock and he is also blessed to have 3 daughters, Riese -22, Addison, 17, and Gibsen, 16. Matt is PASSIONATE about serving people and his community and currently serves as the President of NAMI Rock County, which helps people with mental illness. He has been in the financial business for 20 years and is the founder and Wealth Management Advisor for kf. Wealth Management, which is part ofNorthwestern Mutual. He has a team of 10 people and works with professionals, people nearing retirement or in retirement and family business owners and works in 13 states across the country.Notables*Their team is in the top 1% of all Financial Advisors in the country.*He is a top 250 Forbes Top Financial Security Professional for 2022 which ranks advisors on wholistic financial planning, not just investments.________________________________________________________________Did you love this episode? BUY ME A COFFEE for support!Find me on Instagram@balkanina@mamaknowspodcastFind me on TikTokBalkaninaSubscribe to my NewsletterPrivate Facebook Motherhood-Podcast CommunityMama Knows FBDisclaimer: This podcast does not provide any medical advice, it is for informational purposes only!

This month, Pat and Paul talk with Natalie Picha, a former City Councilmember and current Partner & Wealth Management Advisor at Royal Harbor Partners, about wealth management and investing in yourself and your small business.How can a small business owner save up for retirement? What is a SEP IRA? What kind of investment strategies should a growing business have? Can anyone have a financial advisor? If you've had any of these questions, then this is the episode for you! Are you interested in wealth management and hearing a professional's thoughts on the market? Royal Harbor Partners has a podcast! Glenn Royal (he's a former Seabrook mayor!) and Natalie Picha discuss their financial market insights in RHP Market Talk.

Mary Ellen Garrett, Merrill Lynch Wealth Management (North Fulton Business Radio, Episode 608) On this edition of North Fulton Business Radio, Mary Ellen Garrett, Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management and The Garrett Group, joined host John Ray to discuss her work helping families reach their financial goals. She talked […] The post Mary Ellen Garrett, Merrill Lynch Wealth Management appeared first on Business RadioX ®.

“There's so much more that goes into financial planning, especially when you're talking business planning, than pie charts and spreadsheets. More often than not, it's just clearing the way for the business owner to be able to work on the business instead of being sucked in to work in the business on a day-to-day basis.” - Donald Pearson (USNA ‘16) Donald Pearson (USNA ‘16) is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Upon graduating from the United States Naval Academy in 2016, Donald commissioned into the United States Marine Corps. He served as a Financial Manager responsible for all resources allocated in support of Marine Corps activities in Central and South America before joining WestPac. In his work, Donald most enjoys working with energetic, passionate, loving families and business owners that are growing and dedicated to making sound financial decisions to set their families and businesses up for long-term success. In this episode, we discuss: Why the Marine Corps accelerated Donald's career as a financial advisor How the military veteran network helped power Donald's successful transition  Tips on how to become a successful financial advisor and build a good reputation Why WestPac Wealth Partners focuses on working with clients who are business owners How WestPac Wealth Partners helps business owners organize and coordinate their financial team Donald also shares why exit and contingency plans should be the top priority for every business owner and how a financial advisor can help business owners significantly increase the value of their companies. We also discuss why building authentic relationships is the key to being successful in life and in business and enjoyed listening to Donald's most important goals, which include hiring 10 Service Academy grad financial advisors, building out the largest Service Academy grad wealth management team in the US, and building a Service Academy curriculum to teach people about money before active duty. We're inspired by Donald's early success and can't wait to see how his future unfolds. Connect with Donald: LinkedIn Westpac Wealth Partners Subscribe and help out the show: Subscribe on Apple Podcasts Also available on Google Podcasts, Spotify & Stitcher Leave us a 5-star review! Special thanks to Donald for joining me this week. Until next time! -Scott Mackes, USNA '01

Wealth Management Advisor at Northwestern Mutual's Stella Oak Financial Andrea Williams joins Jon Hansen on Your Money Matters to discuss holiday spending. She addresses the causes of the stress behind holiday purchases and how we can better balance our budgets to alleviate the stress.

In the hundred-and-twelfth episode of Collecting Real Estate, we interviewed Jose Segura of Wealth Advisory Group.Jose Segura is a Businesses and Wealth Management Advisor at Wealth Advisor Group, LLC and a Financial Advisor with Park Avenue Securities, LLC. For over 19 years, he has carried a passion for helping his clients realize their financial potential, by using progressive ideas and uncommon financial wisdom.Jose provides his clients the framework to grow, protect and enjoy their wealth for multiple generations. He believes, it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.Jose translates his client's priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as his guide, he develops an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.Jose works with a team of planning professionals, money managers, estate planning attorneys and tax advisors to co-create detailed estate and legacy plans and customized investment portfolios.(518) 867-3210 /518-867-3209 jose_segura@wagllc.comJoseosegura.com

Learn about the importance of behavioral economics in choosing which asset class you should invest in by tuning in to this episode as we discuss the difference between stock market investing and CRE investing. Key takeaways to listen for 05:50 4 common issues and mistakes stock investors make 14:03 Benefits of investing in Integrity Holdings Group's opportunity fund 20:57 Steps to doing your due diligence before closing deals Resources mentioned in this episode Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about Integrity Holdings Group's Donor Advised Fund and help empower small communities worldwide today. About Kristopher Krauszer CFP®, CWS® Kris is the director of strategic partnerships at Integrity Holdings Group LLC. He is a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®. Prior to joining Integrity Holdings Group LLC, he spent 23 years in the financial services industry as a Vice President-Wealth Management Advisor, where he built, implemented, and maintained comprehensive wealth and estate plans for ultra-high net worth clients and their families at one of the largest financial services firms in the world, Kris was drawn to Integrity Holdings Group LLC for various reasons, including, but not limited to, similar core values (preservation, growth, transfer) of Kris and IHG, as well as the firm belief that financial success and philanthropy are not mutually exclusive. Connect with Kristopher Phone Number: 908-507-6834 Email: kris@integrityhg.com Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

Randy Jones, our resident Wealth Management Advisor with Financial Growth Partners, stops by to talk about last-minute, year-end saving ideas and some suggestions for preparing your finances for the new year! Rudy Miles, of Beauty By Rudy, pops in to talk about taking care of your skin during the Fall/Winter season and why you might consider getting a Jade Roller for your face! Watch the full episode on your favorite platform via linktr.ee/HeSaidHeSaidHeSaid. --- Send in a voice message: https://anchor.fm/hesaidhesaidhesaidlive/message

In today's episode, I speak with Kim Curtis. She shares powerful stories about how money has impacted her life and the pivotal moment when she started to believe that she was capable of more, much more. Kim Curtis is the President and CEO of The Wealth Legacy Institute, a personal finance expert, author, and speaker. Kim is a nationally recognized Wealth Management advisor and winner of the Editor's Choice Award for her groundbreaking work in developing a highly personal client-centric planning model recognized in the Journal of Practical Estate Planning.   Kim believes that money needs you. It needs your ideas, vision, and purpose, to turn it into something. Otherwise, it is nothing! To her, having managed wealth means having peace of mind that could bring endless possibilities not only in your career but in life too. Tune in to learn more about Kim's unique approach to financial planning. Listen to the inspirational path that she carved out in the financial industry, and hear her tweetable moments! She is a delight!  Guest Bio: Kim is a nationally recognized Wealth Management Advisor and the President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award.  She is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She has been profiled in several publications, including the Wall Street Journal.  Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.  Email: kcurtis@wealthlegacyinstitute.com LinkedIn: www.linkedin.com/in/kimberlylcurtis Website: https://www.wealthlegacyinstitute.com/  Facebook: https://www.facebook.com/WealthLegacyInstitute                   www.facebook.com/curtisgehl  Instagram: https://www.instagram.com/happinessdoesntretire/ Youtube: www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw  Twitter: https://twitter.com/WLILegacy               https://twitter.com/KimCurtisLegacy Belinda's Bio:  Belinda Pruyne is a sought-after Leadership Advisor, Coach, Consultant, and Keynote speaker. She is a leading authority in guiding global executives, professionals, and small business owners to become today's highly respected leaders. She gained a wealth of expertise in the client services industry as Executive Vice President, Global Director of Creative Management at Grey Advertising, managing 500 people around the globe. With over 25+ years of leadership development experience, she brings industry-wide recognition to the executives and companies she works with. Whether a startup, turnaround, acquisition or global corporation, executives and companies continue to turn to Pruyne for strategic and impactful solutions in a rapidly shifting economy and marketplace.  Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne  Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/  Twitter: https://twitter.com/belindapruyne?lang=en  Instagram: https://www.instagram.com/belindapruyne/ 

Andrea Williams, Wealth Management Advisor at Northwestern Mutual joins Your Money Matters to talk about what to do if you win the lottery. Andrea gives her recommendations like making a copy of the ticket, the payment type you should choose, and more.

#81: Lars Gwartney is a Financial Advisor with Northwestern Mutual. Through his work at Northwestern Mutual he helps his clients improve their quality of life and relationships by helping them articulate what their goals and dreams are and then helping to develop a plan to protect and achieve them.As you will see in his story, it is one of persistence, belief, and clarity. All three of those qualities are what he has used to achieve a high level of success throughout his career and what he currently uses to help his clients succeed. On the show he touches on his story, identity, overcoming obstacles, persistence, the power of belief, leadership, building not just financial wealth, but true wealth, and a lot more. Enjoy the show!

In today's episode, Corinne sits down with her long-time friend Joshua Jenkins, Wealth- Management Advisor, owner and founder of Jenkins Financial. Josh graduated from Shippensburg University and started his practice in Chambersburg. He and his wife, Kacie, moved north to Mechanicsburg shortly after starting his practice. Josh is an active member of his church LCBC and his community. In his free time, he enjoys lifting, traveling, skiing, collecting bourbon, and spending time with friends, family, and their dogs Cali and Cooper! --- Send in a voice message: https://podcasters.spotify.com/pod/show/efta/message

Dan is a Managing Director and Wealth Management Advisor for Northwestern Mutual. He has nearly a decade of experience in corporate business to business sales. He holds a Masters in Business Administration (MBA) and is a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP).  He is married to his wife Melissa and has two children, Cameron and Addilyn. When Dan isn't in the office, he enjoys traveling and spending time with his family outdoors. He has participated in multiple marathons and coaches youth sports within his community.  In this interview, Dan and Cindra discuss:  How he uses the Law of Attraction to grow his business  How coaching helped him grow his business by 35%  Ways he has learned to reframe his focus and the impact  Steps to RACE to your Growth  Pain of discipline vs. plan of regret    TO LEARN MORE ABOUT CINDRA'S BREAKTHROUGH PROGRAM: https://cindrakamphoff.com/breakthrough/  HIGH PERFORMANCE MINDSET SHOWNOTES FOR THIS EPISODE: www.cindrakamphoff.com/517  FOLLOW CINDRA ON INSTAGRAM: https://www.instagram.com/cindrakamphoff/  FOLLOW CINDRA ON TWITTER: https://twitter.com/mentally_strong  TO REACH DAN: Daniel Robert Hager - Rochester, MN 55902 | Northwestern Mutual  Love the show? Rate and review the show for Cindra to mention you on the next episode: https://podcasts.apple.com/us/podcast/high-performance-mindset-learn-from-world-class-leaders/id1034819901       

In this conversation with Sarah Miller, Wealth Management Advisor and Founder of FortySix10 Wealth Management, she shares her wisdom bytes about the deeper psychology of personal finances and defining your relationship with money. --- Support this podcast: https://anchor.fm/richard-outram/support

Many people are multidimensional and can achieve success in different fields. Kevin Thompson achieved his dream of playing Major League Baseball with the New York Yankees and the Oakland A's. Along the way he, with other pro athletes and investors, was the victim of a Ponzi scheme. After learning how to take control of his financial future, he's built a second act career as a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP). We discuss his two careers, his book From MLB to CFP, why people should plan for day-to-day life in retirement and not just to a retirement date - and we talk baseball... Kevin Thompson joins us from Fort Worth, Texas. __________________________ Bio Kevin Thompson is the President and CEO of 9Innings Capital Group LLC. As a Wealth Management Advisor, Kevin facilitates the financial professional/client relationship by helping to analyze one's financial needs while developing a framework that can best address one's objectives. The 9Innings Capital Group philosophy is a system that allows the client to understand their entire financial picture under one platform which allows for the advisor to discover waste and ways to help the client manage risk. Kevin Thompson uses fundamental and technical analysis to influence investing decisions. Kevin is excellent at dissecting financial statements and analyzing data to perfect his investing decisions while using technical research to provide for liquidity and supply/demand metrics ascertained from equity markets. Kevin received his BBA in Finance from the University of Texas at Arlington. Kevin has obtained his Series 7, 24, 63, 66 and Group 1 licenses. Kevin is a Certified Financial Planner™️ Professional,  And a Retirement Income Certified Professional®️. Before the financial industry, Kevin played major league baseball for the New York Yankees and Oakland Athletics. Born and raised in Fort Worth,Texas Kevin Thompson is proud to call Cowtown his home. He resides in town with his beautiful wife Sherae and their son Braxton Richard Wolfgang. __________________________ For More on Kevin Thompson 9Innings Capital Group From MLB to CFP _____________________________ Reviews are Coming In for Win the Retirement Game "I wish I had this book when I retired." "Win The Retirement Game is well written, easy to read, and hard to put down." "A great book for thinking about your retirement at any age!" "Includes a well crafted story about Pete's journey but also gives realistic exercises for the reader to go along with him. I would recommend this book to any adult but especially those who are struggling to find their purpose in life." "I highly recommend this book not just to those about to be or recently retired, but to anyone anticipating or experiencing a life transition." Read It Today: Amazon    Barnes & Noble    Bookshop.org __________________________ Podcast Episodes You May Like Figure It Out – Mike Westhoff Navigating the Transition – Dr. Maggie Mulqueen Best Of The Retirement Wisdom Podcast – Money Matters The Key Decisions for Retirement Success – Wade Pfau ___________________________ Wise Quotes  On Planning for Retirement "Outside of the typical stuff, like Social Security maximization, Long Term Care planning, it's the fact that many of us plan to retirement. I want to retire at 65 or 66, they plan to that date. But what will your day to day look like? How many trips are you going to take during the year? How often are you going to go see the grandchildren? What does day-to-day life look like for Joe? Right? The biggest thing I would say, [is] people don't necessarily realize is now you're in retirement, are you going to play golf three or four times a week? Are you gonna go fishing three or four times a week? How many times are you going to do that until you say, You know what, I'm tired of this!

Author of "The Family-Business Balancing Act" and Wealth Management Advisor. Patrick has spent nearly two decades in the Northwestern Mutual Wealth Management department helping people balance their lives for happier outcomes. In his new book, he helps us recognize imbalance, evaluate personal and professional goals, and establish simple habits that improve important connections and ensure quality time with those we love - Each day is an opportunity for healthy change. Leave Some Feedback: Who should we have on the show next? Please let us know in the comments below Did you enjoy the episode? If so, please leave a short review. Connect with Us: TheHowtoEntrepreneur.com Instagram Twitter LinkedIn Today's Sponsors: JavaPresse Coffee Company - #1 Rated Coffee Grinder on Amazon (Free Grinder in Link) SANESolution - Harvard Medical endorsed body & mind health framework American Dream U -  Transitioning veteran professionals

Acquire the knowledge to navigate a shifting real estate market with Steven Libman, Travis Cotter, and Kris Krauszer as we go into our brilliant deal underwriting, partner-finding processes, and helpful tips on minimizing investment risks. Learn all these and more when you tune in to this special episode! Key takeaways to listen for 04:09 Who are the ideal business partners? 11:48 The importance of having an effective underwriting process 17:54 Why a good operator is essential for your real estate business 21:54 Cap rate: What it's for and how it's calculated Resources mentioned in this episode 05:57 SWOT Analysis 11:20 Microsoft Excel About Travis Cotter Travis is the managing director and founder of Integrity Holdings Group. He has been involved in real estate since 2007 and has an extensive background in residential and commercial real estate investments, primarily focusing on on-site development and multifamily assets. He is jokingly known as “the deal killer” by his peers as his extensive underwriting techniques often uncover expenses and costs to a project usually not disclosed. This process keeps his projects and his investors in a place of safety and stability. About Kris Krauszer Kris is Integrity Holdings Group's director of strategic partnerships with a primary focus on ensuring clients' preservation and growth of capital and a smooth transfer of that capital from one generation to the next. He joined Integrity Holdings Group LLC in March of 2022 after spending 23 years in the financial services industry as a Vice President-Wealth Management Advisor. Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

Any investment has risks, but you look at the factors when you underwrite. With his most recent shift from the financial services to the real estate industry, Kris Krauszer tells us the pros and cons of both sectors, broad aspects of commercial real estate, asset diversification, and strategies to rule out emotions in the investing game. This episode is worth listening to! Key takeaways to listen for 12:13 How to deal with client's e motions in wealth management 16:13 The risks of “selling away” in financial services vs. commercial real estate 26:18 Advantages of investing in commercial real estate 37:00 Statistically, what is the general consensus in the industry? 44:06 Tax advantages in the real estate business Resources mentioned in this episode 01:58 Fidelity Investments 22:07 The 2007–2008 Financial Crisis 23:28 The Big Short 43:00 Tom River's Field of Dreams About Kris Krauszer Kris Krauszer is Integrity Holdings Group LLC's Director of Strategic Partnerships. After spending 23 years in the financial services industry as a Vice President-Wealth Management Advisor, where he built, implemented, and maintained comprehensive wealth and estate plans for ultra-high net worth clients and their families at one of the largest financial services firms in the world, Kris joined Integrity Holdings Group LLC in March of 2022. His primary focus with his clients during this time was to ensure the preservation of capital, growth of capital, and a smooth transfer of that capital from one generation to the next. Personally, Kris is an outdoorsman at heart. He enjoys snow skiing, surfing, fishing, boating, and coaching/playing lacrosse with his daughters, August (16) and Maggie (13). He grew up in New Jersey and worked at two prominent financial firms in New York City after college before moving to Florida in 2005 with his wife, Mary, whom he has been married to for the past 18 years. Kris and his family currently reside in Lake Mary, Florida, just outside Orlando, where they have lived for the past ten years. Connect with Kris Investor Club: IHG Investor Club LinkedIn: Kris Krauszer Connect with Us Want to learn more about real estate investing? Visit Integrity Holdings Group to sign up for our 7 Day Passive Real Estate Investing Course (it's free)!

In this episode, which is a recording of a virtual event, we talk with 4 of our current MBA students who served or are serving in the US military, all second-year students: Kayla Vickers, Jason Hedrick, Mason Strain, and Allan Wiltshire. They are coming to the end of their time here in the program and had a lot to share about their experiences. Listen in to hear more about what they did before the program and what they will be doing post-MBA (and how they got there!). Kayla Vickers was serving as Clinical Director of Optometry at Fort Hood's Carl T. Darnall Army Medical Center before joining the program. She interned in Operations with Cox Communications and after graduation, she will be posted to Brooke Army Medical Center in San Antonio as a Healthcare Administrator. Pre-MBA Jason Hedrick was an Army Aviation Officer. He interned at Bank of America and will be joining them as a Global Technology & Operations Rotational Associate after he graduates. Mason Strain served as a U.S Army Infantry Officer and his last position before joining the program was as a Platoon Leader at Arlington National Cemetery. Post-MBA, he will be working in Walmart's Operations Leadership Development Program. Before the program, Allan Wiltshire served as a Special Operations Team Commander with the US Marine Corps. Post-MBA, he will be working for Merrill Lynch as a Wealth Management Advisor.You can learn more about the veteran experience in our program by following the Georgia MBA Veterans Club on LinkedIn. Other resources include the Student Veterans Resource Center and the Military page of our website. We are a Yellow Ribbon program and all U.S. military personnel are eligible for application fee and test score waivers. If you have suggestions for future topics, please let us know! You can always reach us at georgiamba at uga dot edu. If you want to learn more about the program, you can always visit terry.uga.edu/mba/fulltime. You can also find us on Facebook and Instagram. We also have a YouTube playlist and that link is in the show notes. Thank you to our producer Scott Duvall of jawavifilms. Stay safe, everyone. We look forward to hearing from you, and…GO DAWGS!

Ted MeNulty, CFP®,AIF® Sr. Wealth Management Advisor 314-266-2168 As a Sr. Wealth Management Advisor, Ted McNulty listens to each clients objectives and creates customized solutions to achieve their desired lifestyle. To Ted, being a Visionary means being able to focus 100% of his efforts on each clients' best interests to guide them towards a successful... The post Ted McNulty on the Circuit of Success appeared first on The Circuit of Success with Brett Gilliland.

This week I talk with guest Carly Burress about how she makes new friends wherever she goes, her job as a Wealth Management Advisor and the charity she started, All In Guatemala. Podcast Instagram: @nfladiespod Your Host: @brycewatts Twitter: @NFLadiesPodcast Carly Burress: @carlyburress

Gathered Together All in ONE Place. Sharing 80+ Years of Collective Experience Helping Business Owners Like You Holistically Navigate Their Transitions. Whether you are looking 10 years out from your exit or in the throws of it today, devising a plan that works best for you will determine whether your exit is smooth or a catastrophe.   What You'll Learn in This Episode: Vision Creation: Walk away knowing the exact questions you need to ask yourself to get clear on what you want your transition to look like Business Strategy: Discover exactly where to look to identify what priorities and actions you need to put into place TODAY Financial Strategy: What mistakes many family's make that can be easily avoided Legal Strategy: Consider the three critical aspects you need to be thinking about in the next three years if you plan to transition   Bios: Jeff Photiades is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.   Fred J. Forman, a magna cum laude law school graduate (top 3 percent), is a founding shareholder and director of Forman Law Group, P.A.  Fred, long considered one of New England's top estate planning, elder law and business attorneys, has been featured in magazines and in lawyer surveys as a “Top Estate Planning, Business & Elder Law Attorney” and a “Top Lawyer”.   Chris Yonker is a father, husband, martial artist, and world-leading mentor for high achievers. As a seventh-degree black belt, Neuro-Linguistic Programming (NLP) Practitioner, and thought-leader on Personal Performance, Chris has created a signature methodology that assists clients in achieving extraordinary results in their lives and careers.   Websites:  www.chrisyonker.com  https://www.ourlegalwebsite.com/ https://pwm.nm.com/

Jenee Naifeh Lister is a Wealth Management Advisor in Oklahoma City providing high net worth clients a wide array of investment services including wealth management, retirement planning, estate planning, and investment development. After graduating Casady School in 1982, Jenee completed an undergraduate degree in Finance and Economics from Oklahoma State University. Jenee joined her current firm in 1988. In 2004, she earned the Certified Investment Manager Analyst (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania. Jenee currently serves on the Board of Trustees of Casady School, Oklahoma City University, and The United Way of Central Oklahoma. Jenee and her husband, Darren, reside in Oklahoma City. They have two children, Dylan age 33, and Madelyn age 19, a current student at Tulane University.