Antwone Harris, MBA, CFP® who is Chief Planning Strategist at Platinum Bridge Wealth Strategies in Washington, D.C. where he specializes in comprehensive Retirement Income Planning for successful professionals and business owners joins Enterprise Radio.
Steve Braverman a co-Founder, Former co-CEO, and now co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations joins Enterprise Radio.
Nick Bertha, Director of Wealth and Trust Planning, and President of Fieldpoint Private Trust Company, as well as Adam Ercoli, Director of Commercial Banking at Fieldpoint Private, a fast-growing private bank serving entrepreneurs, families, businesses and institutions joins Enterprise Radio.
Brian Seay, a Founding Partner at The Capital Stewards based in Huntsville, Alabama joins Enterprise Radio. He has served as an advisor to business owners and wealthy families and also designed strategies for the largest asset management firms in the industry.
Chris Vanderzyden, a founding partner of Legacy Partners, LLLP, an exit planning and M&A advisory firm dedicated to creating and executing exit strategies for privately held business owners joins Enterprise Radio
Patrick Burke, Managing Partner of Burke & Schindler PLL and Concentric Wealth Management and author if his new book “The 10 Biggest Business Mistakes And How to Avoid Them” joins Enterprise Radio.
Nancy Knous, Lisa VanArsdale and Judy VanArsdale, Managing Partners at 3rivers, an online tool they created to help industry advisors and planners focus on running their practice joins Enterprise Radio.
Donald F. White, a highly sought-after international speaker, commentator and author with a long and distinguished career in financial services joins Enterprise Radio.
Adam Lampe, CEO of Mint Wealth Management, a wealth management firm in Houston, Texas specializing in holistic wealth advice, risk management, and tax efficient investing joins Enterprise Radio.
Paul Axberg CPA, CFP®, President of Axberg Wealth Management, an Arizona-based tax, financial and retirement planning firm joins Enterprise Radio.
Alice Tang (CHFC, MIM), a financial advisor, social impact advocate for female entrepreneurs and speaker joins Enterprise Radio.
Andrew Rosen, CFP, CEP, Lifelong Advisor and partner at Diversified Lifelong Advisors, a financial planning and investment advisory firm based in Wilmington, Delaware joins Enterprise Radio.
Ryan Skinner, the Founder and Co-owner of Summit Financial Partners, a firm offering services that include retirement planning, life insurance, and long-term disability joins Enterprise Radio.
Oleg Yavorovskiy, the Founder and CEO of Guardian Debt Relief, a New York City-based debt settlement company founded in 2012 that has helped thousands of consumers nationally reduce and eliminate unsecured debt joins Enterprise Radio.
Christopher R. Manske, a CFP® as well as owner and operator of Manske Wealth Management and the Author of the upcoming book, The Prepared Investor again joins Enterprise Radio to discuss what to learn now to prepare for the next crisis.
