Author name: Bev

https://youtu.be/bH8xgIC8_sU Sam Kaplowitz is the Vice President and an Investment Advisor at Breachway Investments. Sam discusses his journey from working at Wells Fargo and Merrill Lynch to founding his own independent firm. He shares valuable insights on serving high-net-worth clients, building strong client relationships, and specializing in niches like veterinarians and business owners. In this episode, […]

https://youtu.be/f3yE0GU1WAk Chad Hufford, born and raised in Anchorage, Alaska, is the founder of Veritas, a financial services firm he established in 2014. With over a decade of experience, Chad is the longest-tenured Ramsey SmartVestor Pro in Alaska. He combines his passion for holistic financial planning with a coaching mindset, helping clients across the U.S. achieve

https://youtu.be/uFB6UYeTPOg Based in Cedar Rapids, Iowa, Ashlea Jones serves a roster of curious, proactive, and dedicated clients looking to achieve the next level of financial success. Ashlea is a fiduciary and investment advisor representative holding a Series 65 registration who, along with the extensive team at Prime Capital Investment Advisors, provides each client with a

https://youtu.be/X7c-5kOrW9c Maggie Koosa is a Financial Planning Advisor and CEO of The Alchemists. Discover her inspiring journey from a high school math teacher to a leading financial advisor driven by her family’s experiences. Maggie shares insights on the importance of client relationships, transitioning from wirehouses to RIA, leveraging dinner seminars, and the critical topics of

https://youtu.be/VENC-sjb63c Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company,

https://youtu.be/-pvotlN0_Dw Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and

https://youtu.be/BO_N2QMELGY Bryan Montemurro is a Certified Financial Planner™ at Two West Advisors, which offers services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Alongside his Two West family is his role as a Financial Coach at GoalPath Solutions, LLC., an independent RIA, and serves over $1.5B in retirement plan assets. Formed in

https://youtu.be/CCumhRMOIsk Amy Spandau is the founder of Ablaze, a company dedicated to bringing big business accounting and finance expertise to smaller, growing businesses and founders. With over 25 years of experience in public accounting and as an executive for large, international public companies and start-ups, Amy recognized the challenges that start-ups and small business owners face.

https://youtu.be/ZfKweXAvoMM Larry Sidney a holistic wealth advisor with Palisade Investments shares his unique journey from health education and Olympic ambitions to specializing in financial advising for elite athletes. Learn about Larry’s holistic approach to wealth management, the importance of trust in client relationships, and valuable tips for financial advisors and elite athletes alike. In this

https://youtu.be/Mibx_4Lg6PM Ann Austin is a Financial Advisor at Raymond James. She professionally serves her community in Retirement, College, and Estate Planning. She holds the designation of Accredited Investment Fiduciary, AIF®, and Accredited Asset Management Specialist, AAMS®. Ann Austin began her career with Regions Investments in 1998, which later merged with Morgan Keegan and then Raymond James.