Joining us in a heartfelt conversation is co-founder Roger Gaddis, who brings a wealth of insight into the virtues that underpin our advisory practice. Roger's comparison of martial arts discipline to the tenacity necessary for business success is just one nugget from our exchange on integrity, trust, and the nuanced journey of intertwining faith with finance. We're in the business of building legacies, not just portfolios, and Roger's acumen shines a light on the profound influence of mentorship and the subtleties of sound perception—headphones on or off.Our dialogue traverses the landscape of wealth advisory, from the laughter behind a failed golf cart venture to the serious commitment of shaping a future where money is more than just numbers—it's a catalyst for community enrichment and family joy. The narrative we share is not just our own; it's a tapestry woven with experiences, lessons, and the values we pass on to our clients and loved ones. Gather around as we reveal the essence of what makes money a tool for good, and how our choices echo into the lives we touch.

Ver todos los episodios