Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us a …
Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective o …
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, starting at Merrill Lynch before moving to a big, independent Broker/Dealer, and then ultimately becoming the owner of his own RIA. He joins …
Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a biotech company. After getting her own financial house in order she was drawn into the Financial Planning industry …
Joe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the corporate side of this industry and after nearly 20 years, he is experiencing the most joy he ever has—joy he credits to his firm. Today Joe joins the show to share …
Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundat …
Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP®, and gained a deep understanding of financial planning. Today s …
Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starti …
