Episode 105: Guest Karl Elsass realized he liked finance in college, earned licenses during summer breaks, and is President of Elsass Financial Group – continuing to serve one of his first clients 31 years later while looking to help next generation clients early in their career and life plans – drawing strength from helping others.

Episode 104: Guest Steve James embraced financial planning in college, starting with a presentation to students on saving,  then building a practice in the education markets and later a full financial planning service firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success.

Episode 103: Guest Monte Ferguson began his journey as a military test pilot and Company Commander, later applying his skills to financial planning and founding Pivotal Financial  Advisors – coaching other financial planners on serving clients, and building their practice – continuously serving leaders.

Episode 102: Guest Wanda Delgado discovered her passion for financial planning and built her journey while raising a young son and building her own business, Insight Financial Advisors – finding solutions for clients and their children and grandchildren, mentoring colleagues – always part of a chain of helping people.

Episode 101: Guest Lisa Heath initially pursued a path in education, but began working with her father in the advice profession and today is a partner with Financial Partners of Louisiana while mentoring her daughter in the business of serving clients with financial planning – doing good for others and having the luckiest life.