Author name: Bev

https://youtu.be/3nDpHW0o_w8 Matt Zeigler (https://cultishcreative.com/) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for complexity, and a healthy disdain for needless complications. Matt’s talent-turned-skill is engaging people […]

https://youtu.be/_LR4L3EBTh0 Braydan Young is the Co-Founder and Growth Leader at Sendoso, the world’s first Sending Platform (SP) designed to help companies rise above the noise and foster meaningful relationships at scale. With over seven years of experience building and scaling Sendoso, Brayden is passionate about revolutionizing communication through personalized and memorable experiences for prospects and

https://youtu.be/lVtLH3RUpAI Marc Shaffer is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association. Serving clients as Principal and CFO at Searcy Financial Services, Inc. in Overland Park, KS, and the surrounding communities. Marc specializes in helping his clients and their families achieve continuity in their financial planning through generations and achieve their

https://youtu.be/yfqHSp7IO1k Lauren Gadkowski Lindsay is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about comprehensive, fee-only financial planning and excited to bring the Beacon Financial Planning experience to Houston, Texas. Lauren works with clients in Houston and other parts of the United States and has been working virtually with clients since 2008.

https://youtu.be/tnfqpuxGdmc With over 30 years of financial expertise in the U.S. and abroad, Christian Nana Tanke specializes in Private Placements Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). He focuses 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

https://youtu.be/LK-mM6u_lYc Corwin Davidson is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a

https://youtu.be/90DC9vGGqzg Joanne Burke is a founder and wealth advisor serving clients at Birch Street Financial Advisors in Vienna, VA, and the surrounding communities. She is also a member of the Financial Planning Association. Navigating taxes led her to a passion for financial planning, from KPMG to founding Joanne Ehreth Burke CPA PLLC and Birch Street

https://youtu.be/UUjVvn_p08o Daniel J. Traub is a Senior Financial Advisor at Montis Financial, with over three decades of experience. Dan shares his journey in the financial industry, starting from a unique mom-and-pop shop in 1988 to founding his own firm, Tempo Financial Advisors, in 2008. Dan discusses the pivotal decisions in his career, the importance of personalized financial

https://youtu.be/teFOoXhe0Nc Paul Stack, an Accredited Portfolio Management Advisor, is a Financial Advisor at Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services. In today’s episode, Paul shares his transition from teaching Social Studies for 30 years to becoming a financial advisor. Learn how his background in education has uniquely positioned

https://youtu.be/t08LWKvFJIo Ross Mannino, CFP® is a seasoned Financial Advisor and Managing Director at Ameriprise Financial Services, LLC. With over 34 years in the industry, Ross shares his remarkable journey from a 19-year-old cold caller to managing $800M in assets. Listen in as he discusses the transformative power of hard work, the importance of mentorship, and the