Episode 29 - Mark A. Provenzano | Founder and Principal of Hedged Private Wealth LLC.
Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 y...
20 Nov 202526min
Episode 28 | Dr Kimberly Olson | Goal Digger Girl Co.
Kimberly Olson is a self-made multi-millionaire and the creator of Goal Digger Girl Co., where she serves female entrepreneurs by teaching them simple systems and online strategies in sales and market...
13 Nov 202533min
Episode 27 - John Grace | Westlake Financial Advisors
John Grace, a Registered Principal with LPL Financial, is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and T...
6 Nov 202525min
Episode 26 - Vishaw Sondhi | Vishaw Sondhi, CPA P.C
Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. ...
30 Okt 202526min
Episode 25 - Lane Martinsen | Martinsen Wealth Management
Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®).Lane is the Principal of Martinsen Wealth Management...
23 Okt 202533min
Episode 24 - Blake Harris | Blake Harris Law
Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an exten...
16 Okt 202525min
Episode 23 - Tom Martin | Martin Financial Group
Tom Martin completed his undergraduate work at the University of Arizona, receiving a Bachelor of Fine Arts. He began his financial career in 1998 as a life insurance broker, and shortly thereafter ad...
9 Okt 202520min
Episode 22 - Shawna Moore | Moore Wealth Management
Shawna Moore, RICP®, is a seasoned financial advisor with more than 25 years of experience guiding individuals and families through the complexities of retirement planning. She is the founder of Moore...
2 Okt 202526min
