Shows
Journey: The Financial Advisor ExperienceS2 E2 The Journey of Mario PayneMario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals.
He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee State University and has his Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS) credentials. Less than 2% of all licensed African American financial advisors are a CFP®. His firm TOAMS Financial, is one of a select few SEC regi...2023-12-071h 00Journey: The Financial Advisor ExperienceS2 E1 The Journey of Natalie BergsmaWelcome to season 2 of Journey The Financial Advisor experience.
To kick off our new season, we had a chance to chat with Natalie Bergsma. Natalie is the founder of BeyondFA. As a consulting firm, BeyondFA, provides leadership and business coaching, plus hands-on implementation consulting to progressive firms and financial services leaders committed to creating an impact, breaking the mold, and doing more.
Natalie’s journey has taken her down some interesting paths and locations. Her story is very intriguing, you not only hear about her starting BeyondFA, but also her work to empower mothers.
P...2023-09-141h 07Journey: The Financial Advisor ExperienceS1 E14 The Journey of Alex DavidAlex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in financial services.
Earlier in his career, Alex was an institutional wholesaler with Lord Abbett, Federated Investors, and Oppenheimer Funds. He has worked on a number of financial services industry initiatives in Washington, D.C., including representing Wells Fargo...2023-05-0448 minJourney: The Financial Advisor ExperienceS1 Ep13 The Journey of Brandon Dixon-JamesThank you, Brandon Dixon-James, for enlightening our show with your philanthropic, caring, and giving attitude. He is the embodiment of paying it forward and giving back.
He’s an active volunteer in the Fresno underserved communities, and he volunteers as a regular presenter for financial literacy courses to the youth; he’s a member of Kappa Alpha Psi Fraternity Inc., he’s a volunteer for the CFP Board Center for Financial Planning and a champion for diversity and inclusion.
Brandon is the President and Founder of Resilient Wealth Management, INC, a wealth management firm based out of...2023-04-2752 minJourney: The Financial Advisor ExperienceS1 E12 The Journey of Nola KuligNola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services. This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst. In that regard, amongst the first to be so well versed. Our conversation was collegial and thorough. We were learning life lessons like sitting in an advanced business or philosophy class.
Prior to beginning her advisory practice in 2012, Nola managed Kulig Consulting, LLC, a consulting firm for high net worth individuals and family wealth offices. Her previous experience includes being a se...2023-02-2353 minJourney: The Financial Advisor ExperienceS1 E11 The Journey of Jessica LambIt is not often that we Marine Corp diesel mechanic and CDL Long Haul truck driver as part of the journey in financial services. If fact, we have never heard of that. With the CB handle “Lamb Chop”, Jessica Lamb went from the trucking company owner to President of her own independent financial planning practice.
While helping anyone that needs sound financial advice, Jessica emphasizes that women have a financial voice and need to be heard. She views herself as more of a coach than an advisor. In her own words, she strives to educate, encourage, inspire, and ignite… ...2023-02-1349 minJourney: The Financial Advisor ExperienceS1 E10 The Journey of Lee BakerWhen we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t pursue the top 1% of income earners. He instead has built a very successful firm working with everyday people, people who need his advice and help.
He’s a community leader and an active church member, once serving a...2023-02-0258 minJourney: The Financial Advisor ExperienceS1 E9 The Journey of Ellen RoginWe had the great pleasure of having financial and prosperity keynote speaker and NY Times Best-selling author Ellen Rogin on the show.
A seasoned financial advisor that now spends her time making a global impact and teaching individuals how to create prosperity on purpose. With her innovative and thought-provoking strategies, she now impacts the world on how to create purposeful prosperity.
During the show, Ellen shares her journey; she talks about her time in public accounting, how she focused on public speaking to grow her practice, and her 100-year birthday speech.
...2022-12-2252 minJourney: The Financial Advisor ExperienceS1 E8 The Journey of Nikki GajooNikki Gajoo joined us from South Africa. She brought with her a refined professionalism that was very refreshing.
Nikki started in a graduate recruitment program at one of the four top banks in Johannesburg. She completed her intense training and was selected to join the private bank. That banking career exposed her to the world of financial planning.
She faced some of the same challenges that many minority women encounter here in the States. In addition, she entered the industry when Apartheid had just ended, and a brand-new democracy was being formed. Nikki shared some frustrating stories...2022-12-0158 minJourney: The Financial Advisor ExperienceS1 E7 The Journey of Jerome FranklinIf you ever need an encouraging word or a positive spin, be sure to contact Jerome Franklin.
He started his career in Financial Service with AG Edwards which later became Wells Fargo. He was one of a few African American advisors in Memphis, TN. When he became the branch manager his unique path became more demanding. Earning the trust and respect of your peers is always challenging for a new manager. Being a minority leader amongst the majority is the next level. Jerome handled all those barriers with grace and dignity.
Join us as we follow t...2022-11-171h 00Journey: The Financial Advisor ExperienceS1E6 The Journey of Shardea Ages
When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities
When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during the “Great Recession” of 2008. Financial services have few persons of color and few women. Finding a woman of color, business owner, and CFP is almost unheard of.
After years of assimilating at big banks and insurance companies, Shardea discovered that her ex...2022-11-031h 01Journey: The Financial Advisor ExperienceS1E5 The Journey of Alexandra StewartAlexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financial Planning Association of Maryland.
She’s unafraid of failure and because of that, she’s been a huge success for her. She knows that there are few female advisors in the industry and fewer Certified Financial Planners. That’s not slowing her down. She is smart, thou...2022-10-2834 minJourney: The Financial Advisor ExperienceS1E4 The Journey of Brooklyn BrockAn advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and authors a sensational blog.
She founded Ellevate Advisors, with the understanding that sometimes financial advisors don’t take time to plan for themselves. On top of financial planning, Brooklyn is an exit coach helping advisors transfer ownership (of their practices), acquire new practices, and continuity planning. 2022-10-201h 02Journey: The Financial Advisor ExperienceS1 E3 The Journey of Grier RubelingA few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure. It was jarring, raw, and so true. She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude. Male attitudes toward women. From passive-aggressive behaviors to downright disrespectful comments, she seemed flabbergasted that in 2022 the financial services industry had not been involved. This industry, so full of men, still hadn’t figured out how to foster and include women.
On our podcast Journey: The Financial Advisor...2022-10-131h 00Journey: The Financial Advisor ExperienceS1E2 The Journey of Jean ArcharyJean Archary of Money Messages is a mother, author, teacher, and master motivator. She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic: Money.
Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace Coach in South Africa.
A teacher of financial literacy, she is vital in helping her clients manage the emotions associated with personal finance. She even wrote a book about it.
Mrs. Spiggles, a flying piggy bank, was authored to share i...2022-09-2956 minJourney: The Financial Advisor ExperienceS1E1 The Journey of Garry BridgemanGarry Bridgeman may not call himself a pioneer. Those that have tried to follow in his enormous footsteps may beg to differ.
For 40-plus years Garry was first or among the first.
-He was Mississippi's first African American to be employed by a major broker-dealer
-He was Merrill Lynch's Top African American Financial Advisor
-He was named to Barron's Top 1000 Advisors for 3 consecutive years
-He served as the President of the Board of Directors for the Investment & Wealth Institute
Garry has served on numerous non-profit boards including t...2022-09-1543 minJourney: The Financial Advisor ExperienceThe Financial Advisor Experience - Pilot ExcerptJoin Garland and ED as they start this journey sharing the experiences and stories of financial advisors not only in the United States but across the globe.
In their initial show, Garland and ED discuss how they got into the industry, how they met, and the genesis of this series.
Stay tuned for the full episode.
Buckle up as this is guaranteed to be an informative and interesting show.
2022-08-0602 min