F3 Podcast - Faith, Family, and Finance

Can you balance the demands of raising a newborn while engaging in a year-long leadership development program? Jordan joins us to share his journey through such an experience, providing an enlightening look into the Leadership Durant program. He opens up about the personal challenges and rewards of this balancing act and offers a deep dive into city operations and the relationships he built with city officials and business leaders. Listen as Jordan clarifies his previous remarks on having children and emphasizes the love and desire for more despite the hurdles.

Ever wondered why city infrastructure projects can be so complex and slow? Jordan sheds light on the intricate world of municipal planning, funding hurdles, and the importance of patience and collaboration among multiple stakeholders. His experiences in organizing community events like the Taste of Durant demonstrate the coordination and problem-solving skills essential for successful group efforts. From navigating the escalating costs of road maintenance to understanding the importance of strategic planning, this episode provides invaluable insights into the challenges cities face daily.

Join us as we recount Jordan’s transformative professional growth through memorable trips to Washington D.C. and New York City. Discover how overcoming initial doubts about the leadership program led to significant personal development, particularly in gaining confidence and managing anxiety. Reflecting on the essence of continuous learning, Jordan shares his realization that development is an ongoing journey. This episode is a testament to building discipline, fostering teamwork, and pushing beyond perceived limits, encouraging all to keep learning and growing every day.

Imagine stumbling upon a cave once used by the infamous outlaws Jesse and Frank James, a perfect segue into our latest episode filled with thrilling tales and heartfelt moments. We are joined by Brent Lyday of Legacy Land Group, who passionately shares the highs and lows of managing a dynamic real estate team. Brent offers an inside look at the challenges of recruiting and training new agents while emphasizing the importance of integrity and creating a positive team culture. He reveals the essential skills necessary for new agents to thrive, from mastering marketing to navigating complex contracts.

Brent and I also explore the personal side of our journeys, recounting life-changing experiences and the power of faith and friendship. We reminisce about the profound impact of a life group at Victory Church and how it inspired Brent to pursue his dream of founding Legacy Land Group. Our conversation highlights the balance between professional ambitions and personal life, with stories of horseback adventures across Colorado and Wyoming, the joys of raising a family, and the serendipitous moments that shaped our paths.

Listeners will be captivated by tales of remarkable properties, like Gene Autry's historic home and a former Chickasaw girls' residence with ties to Jesse James. We dive into the thrill of mountain horseback riding, recounting the adventures and mishaps that come with exploring rugged terrains. From the camaraderie built on the trail to the benefits of teamwork in business and life, this episode is packed with inspiring stories and valuable insights. Don’t miss this opportunity to hear firsthand from a dedicated real estate professional who's seamlessly blending his passion for land with his commitment to ethical practices and strong relationships.

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.

Join the conversation as we have a great conversation with Jordan Haddox, the youngest member of our team. Witness how Jordan's stories from a tech-limited town shed light on the stereotypes and unexpected truths of his generation, and how this diversity shapes our collective perspective on work ethic and life's adventures.

Our dialogue deepens as I share the guiding forces behind my career in financial advising—where faith, business ethics, and a strong sense of stewardship intertwine. The importance of aligning with ethical investment strategies and the value of mentorship become apparent, illustrating that one's professional path can indeed reflect personal convictions. Through anecdotes about family life and the warmth of company fishing trips, we paint a picture of the meaningful connections that fuel our daily endeavors and long-term aspirations.

To wrap up, we consider the profound advice that might be imparted by our future selves. Embracing self-compassion and the wisdom gained through experience, we challenge the misconception that youth lacks depth or insight. Celebrate with us the unique contributions of every generation in the workplace, and discover why nurturing a rich and diverse team environment is key to our firm's ethos. Tune in and be inspired to balance ambition with a steady pace, and to craft a life that reflects both your immediate and lifelong dreams.

As I sat across from Leah Anne Brooks, a sensation of awe struck me—not just because of her status as a senior partner at Gaddis Premier Wealth Advisors, but because of the intricate tapestry of her journey that she was about to unfold. Prepare to be captivated by Leah Anne's candid stories of navigating the complexities of a firm merger, her disciplined tennis background shaping her business mindset, and the peculiar yet intriguing intersection of wealth management with the world of pickleball.

This conversation isn't just about balance sheets and asset management; it's a heartfelt narrative where we explore the essence of personal evolution, discussing the profound impact of family dynamics, career pivots, and the relentless current of technological innovation that keeps us on our toes in the financial realm. It's the story of two professionals who found harmony in the confluence of personal passions and professional pursuits.

But it's also a dialogue that transcends the cut-and-dry aspects of finance, delving into the soulful connection between faith, business ethics, and the redemptive power of philanthropy. Leah Anne and I illuminate how hobbies like quilting weave through the fabric of our lives, strengthening bonds with clients and colleagues alike. So, join us for this inspiring episode where business acumen meets personal growth, and where the boardroom and quilt room can surprisingly share common ground.

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place. 

Derek sits down to talk with Dave Reed, in this episode we hear Dave's story, about his family and some funny stories from back when he worked at a pawn shop! You won't want to miss this one.


Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place. 

In this episode Derek sits down to talk with one of our partners, Teresa Adams and gets to know her a bit better!


Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place. 

In this episode, our guest host Joshua Weir sits down to talk to Derek about his story. We get to hear what led up to his partnership in Gaddis Premier, a bit about his family, and a cool story from his recent backpacking trip in Colorado!