Who Are You?
Serious doesn’t have to mean boring. Join us as we adventure with some of the most dynamic people in the industry.
Why Create this?
Collectively, the wealth management industry has done a poor job introducing the amazing people behind the work. We are determined to change that.
upcoming episodes
Shot on location around the country.
Ray Isaacs
Cinncinnati, OH
Armond Croom
San Diego, CA
Jeff Geraci
Virginia Beach, VA
Marlena Anderson
San Antonio, TX
The most important professional relationship of our lives should be defined by connection and insight.
Not financial technobabble.
CHRISTOPHER NORTON
Host
