Author name: Bev

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

https://youtu.be/QvL5mkFm1N8 Krishna Velaga is the Founder and Chief Investment Officer of Velaga Advisors. Krishna shares his journey from a career in IT to becoming a successful financial advisor. He discusses his interest in finance, obtaining his MBA, pursuing CFA credentials (completed the first two levels), and eventually starting his advisory firm. The discussion also covers

https://youtu.be/VAdVf9GcvZc Laurence Kim is an Investment Consultant and VP at Simplify Asset Management Inc. Larry shares his journey from starting with JP Morgan right out of college to becoming a senior consultant at Fidelity and playing a key role in launching multiple mutual funds. They discuss the shift from mutual funds to ETFs, the impact of

https://youtu.be/-73tMIp617o Crystal Lee Butler, MBA is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier financial advisor marketing agency that delivers done-for-you marketing services dedicated specifically to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing personalized, compliance-friendly marketing strategies that streamline and execute all aspects

https://youtu.be/CXUwFhH2vvQ Denver Smith is the Chief Investment Officer, Managing Partner, and Co-founder at Carlson Ridge Capital, a value-driven hedge fund manager based in Denver, CO. In this episode, Chris and Denver discuss: Managing a Private Hedge Fund Unveiling the Secrets of Small-Cap Value Investing Identifying Undervalued Companies How to Spot Opportunities Across Sectors Connect with

https://youtu.be/JYVJPPs3OwQ Todd Pisarczyk is the Founder and CEO of Momentous Wealth Management. Todd shares his journey from starting his practice right out of college to leading a firm with $400 million in assets under management. They discuss the importance of creating processes, how Todd is preparing his firm for the next generation, and the impact

https://youtu.be/Kn5U32PKxVI Paul C. Ragone is the founder and President of Integrity Wealth Services. Paul has over 20 years of experience as a financial advisor, an Accredited Wealth Management Advisor (AWMA), and an Accredited Asset Management Specialist (AAMS). Paul emphasizes client education and communication, which helps eliminate much of the distractions most investors face each day. In