Author name: Bev

https://youtu.be/qdWpjw0cDbY Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable […]

https://youtu.be/dt5HbCVrcUc Nicholas Ockenga is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely

https://youtu.be/08bUa6ch1HU Kevin Kirchheimer is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has

https://youtu.be/zXv6RWtqcYI Nick Halaris is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in

https://youtu.be/2Pjalg2HHKM Esther Sangiovanni is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University. In this episode, Chris and Esther discuss: Helping Latino Entrepreneurs Separate Business and Personal Finances The Mindset Shift

https://youtu.be/l1oVAxGSCR0 Michael Bernberg is a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and

https://youtu.be/41LumS5PuqI Matthew Mandell is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor’s degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients. In

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