Financial Freedom with Tom Hegna10 Heinä 2025

Episode 10 - Kari Ellis, Founder & CEO of WayPoint Consulting Partners

Meet Kari Ellis, Founder & CEO of WayPoint Consulting Partners.

With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consultant, she recruits experienced financial advisors and insurance professionals across the country, covering traditional brokerage, boutique, and regional firms and the possibilities within the independent broker-dealer, and RIA space.

Kari has grown WayPoint Consulting Partners through a demonstrated history of matching accomplished candidates together with qualified career opportunities. She and her team recognize the challenges today's career seekers experience and stands ready to provide unwavering support at every turn.

Kari and her team work closely with advisors to create a personal road map of options clients might never have considered as she and her team integrate them into a vast industry network. Kari has cultivated partnerships with exceptional organizations nationwide, eager to match talented individuals.

She's here to facilitate and lead the transition for those seeking change. WayPoint Consulting Partners values a consultative approach, blending exceptional service and seasoned expertise in the career consulting space - actions that positively make a difference.

"I am truly passionate about helping qualified financial advisors navigate the complex landscape and learn all about the various ways they can collaborate with myself (and my team) to ensure success. I enjoy being a conduit between amazing opportunities and talented professionals".

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder

Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONALRick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream ...

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Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services

Brigette EngstromFounder & CEOBrigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income s...

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Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.

Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is a...

8 Tammi 25min

Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management

Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and...

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Episode 33 | Mike Milligan | One Oak Financial

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginn...

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Episode 32 - Coach Pete D'Arruda | Capital Financial

Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financ...

11 Joulu 202526min

Episode 31 - Deborah West | AGAPE Retirement Group, LLC.

Deborah West, President & FounderAs a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC ...

4 Joulu 202524min

Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group

With a calm demeanor and purposeful approach, Michael applies his more than 20 years of industry experience in guiding clients toward meaningful goals. His disciplined investment philosophy and unshak...

27 Marras 202513min