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Today we have Ryan Huey and Franklin Matute of Roserock Wealth Management, based out of Dallas, TX, joining the show. They discuss how they found financial planning early on, starting their careers right out of college. If you are a soon-to-be new college grad beginning your financial planning career, this is an episode you won’t want to miss! Listen in as Ryan and Franklin recount their journey through the financial planning landscape, from directly after college to when their paths ...
Jon Harrington is a Financial Planner and Partner at Milestone Financial Planning based out of Bedford, NH, and he stops by the show today to discuss his path into the financial planning profession. If you are passionate about helping members of the military with their financial affairs, this is an episode for you! Listen in as Jon describes his trajectory from a finance major at Bentley University to embarking on his financial planning career within the bank channel, as well as his ...
Tanner Merritt is a Financial Counselor with Zeiders Enterprises, and he joins the show today to discuss his path into the financial planning profession. Starting with his transition after 6 years in the Army to majoring in Natural Resource Management, he ultimately made his way to financial counseling for the military. Listen in as Tanner dives into the reasons for his transition, discussing the intricacies of his role, potential salary ranges, career trajectories, and strategies to combat ...
Makemma Cockrell Wolff is an Associate Relationship Manager at Avion Wealth, and she joins the show today to discuss her path into the financial planning profession. If you are feeling frustrated in your job search and are thinking about giving up, this is an episode for you! Listen in as Makemma shares her initial aspirations of law, only to find her true calling in financial planning through a university assessment. She also details her experiences at the TTU financial planning program, ...
Dr. Philip Gibson is a Finance Professor and Financial Advisor based out of Rock Hill, SC, and he joins the show today to share how he entered the financial planning profession. Recounting his journey from Jamaica to the U.S. for college, where a mentor's suggestion at Prairie View A&M put financial planning on his radar, Phillip shares his academic pursuits, leading to his current role at Winthrop University. If you love to teach, but also aspire to one day be a financial planner, this is ...
Enjoli Ramsey is a Certified Financial Planner and Navy vet who joins the show today to share how she entered the financial planning profession. If you are looking to change your career to financial planning, then this is an episode for you! Listen in as Enjoli takes us through her unconventional journey from an engineering major to a Navy veteran and ultimately to a Certified Financial Planner. She recounts her 23-year military career, her early interest in personal finance, and how she ...
Today we have Martin Seay, the Department Head of Personal Financial Planning at Kansas State University, and Jesse Lineberry, the Director of the Financial Planning Program at Virginia Tech University, on the show. The pair join the podcast for office hours to chat about all things financial planning. Tune in as they share the kinds of offers their students receive from employers, what students prioritize in entry-level roles, and the distinguishing factors of top job candidates. We also ...
Victoria Lawrence is an Associate Financial Planner with Morris Financial Concepts in Charleston, SC. She joins the show today to share her unique journey from aspiring investment banker to financial planner, including how she entered the financial planning profession. If you are seeking to get hired into a financial planning firm without a financial planning degree, this is an episode for you! Drawing from her rich experiences growing up in Hong Kong, Victoria opens up about the process of ...
Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you! Listen in as Jason and Doug delve into their unique paths to financial planning, as well as the formation of their successful partnership. Jason unpacks how he utilized his vast network to launch and grow his ...
Dana Carney is an Associate Wealth Manager at River Capital Advisors in Jacksonville, FL. She joins the show today to share her unconventional journey into the world of financial planning, starting with her initial aspirations to become a dietician and the transformative volunteer experiences that honed her skills. If you are passionate about financial literacy, but also want to work with high-net-worth clients, this is an episode for you! Listen in as Dana opens up about her choice to work in ...
Kyle Jahnke is a financial advisor at the RWS Group based out of Saginaw, MI, and he joins the show today to discuss his transition into the financial planning profession after four years in a corporate finance role. If you’re a career changer or in the process of preparing for the Series 7 exam, this is an episode you won’t want to miss! Listen in as Kyle delves into his journey from a corporate finance role at a prominent Fortune 500 company to his current position as an advisor. He unpacks ...
Nicky Amore is a financial planner with Falcon Wealth Planning based out of Chicago, IL. She joins the show today to chat about her unique journey into the financial planning industry, including how early life challenges, like injuries and time in a wheelchair, shaped her perspective. If you have had setbacks and need a boost of encouragement to keep moving forward, this is definitely an episode you won’t want to miss! Listen in as Nicky shares how she went from working at Starbucks in college ...
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