Jun 25, 2021
Kelly Stanley is a Partner and Fiduciary Wealth Manager at Cogent Strategic Wealth, a firm based out of Chicago, IL that manages $200 million in AUM for 70 client families. She joins the show today to share her inspiring story and how she became a partner at her firm in just 5 years.
Listen in as Kelly details...
Jun 18, 2021
Dan Yergan is an associate financial planner with Valmark Securities in Akron, OH. Beginning in college with a corporate finance major before transitioning to personal financial planning and securing himself a fantastic internship opportunity, Dan has had an ambitious foray into the world of financial planning. He's a...
Jun 11, 2021
Sameer Somal is the CEO of Blue Ocean Global Technology and the Chief Talent Officer of Girl Power Talk. He is also an entrepreneur, expert witness, and speaker who has presented his thoughts and knowledge around the world.
In this episode, Sameer shares how he makes sure his interactions with others are memorable,...
Jun 4, 2021
Ben Peters is Partner and Chief Compliance Officer with Burton Enright Welch, a wealth management firm based out of Walnut Creek, CA. Ben initially started his career as an attorney, but he left that role to pursue a career in financial planning—despite having some misconceptions about the profession.
Listen in as Ben...