Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Jessica Sullivan. Jessica is President at Legado Family Office Management, Board Member at Traverse Connect, Member of Grand Traverse Regional Community Foundation Community Coalition, Member of Family Office Exchange, and MSU Alumni. Listen in as she shares how she views communicating with clients, the importance of understanding financial statements, and why staying curious is so important.We hope you enjoy!Jessica's LinkedIn: https://www.linkedin.com/in/jessica-sullivan-6017104b/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios.We hope you enjoy!Pete's LinkedIn: https://www.linkedin.com/in/wargop/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Renee Hof-Lacey. Renee is a Private Wealth Advisor, Senior Vice President, and Investment Consultant at Raymond James. Listen in as she shares insights into the industry and how she has found success.We hope you enjoy!Renee's LinkedIn: https://www.linkedin.com/in/reneehoflacey/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by John Mason. John is a recent graduate from University of Michigan and is a Consultant at Oliver Wyman. Listen in as he shares about his viewpoint on aligning your financial career with your life goals.

We hope you enjoy!

John's LinkedIn: https://www.linkedin.com/in/johndcmason/

Podcast Team Links:

Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/

Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/

Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/

Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/

WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Thomas Walsh. Thomas is the Owner of Walsh Asset Management, is the Founder of The Ultimate Sports List at TUSL.com, and an Michigan State Alumni. Listen in as he shares about his journey through the financial field, how to own and operate a firm, and balancing and building relationships with clients.We hope you enjoy!Thomas's LinkedIn: https://www.linkedin.com/in/justincastelli/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Christy Rutherford and Jacqueline Campbell. Jacqueline is a Chief Legacy Officer at Alexander Legacy as well as a Founder for JaQperience, LLC. Christy is a Founder and CEO of Vision Finder International as well as the Co-Founder of Wealth Management Accelerator. Listen in as they share about their experiences being women in a male dominated financial industry and give insight into how they overcame obstacles that came in their path. We hope you enjoy!Christy's LinkedIn: https://www.linkedin.com/in/christyrutherford/Jacqueline's LinkedIn: https://www.linkedin.com/in/jaqcampbell/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Justin Castelli. Justin is a Co-Founder at The AGC, is on the Advisor Council for Wealth.com, Founder for PRST, and an Advisor, guide, and creator for Santiago. Listen in as he shares about his financial journey and gives a unique idea of how to view finances.We hope you enjoy!Justin's LinkedIn: https://www.linkedin.com/in/justincastelli/Justin's Website: https://www.justincastelli.io/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Matt Doran. Matt is a Partner at &Partners as well as a Michigan State Alumni. Listen in as he shares about his financial journey and what the needs of a financial planner are.We hope you enjoy!Matt's LinkedIn: https://www.linkedin.com/in/matthewdoran14/Podcast Team Links:Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kade Messner. Kade is a Lead Advisor at Modern Wealth Mangement. Listen in as he shares about what he has learned throughout his time in the financial field and the steps he's taken to further his career.We hope you enjoy!Kade's LinkedIn: https://www.linkedin.com/in/kade-messner/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Broc Edwards. Broc is a proud Michigan State Golf Alumni as well as the President of SC Services, Managing Partner at EQV, Founding Partner at Pronoia, Founder and Director of Grit Development, and Finance Advisory Board Member at Eli Broad College of Business. Listen in as he shares about what he has learned throughout his time in the financial field and how his entrepreneurial mindset has found him success in many ways.We hope you enjoy!Broc's LinkedIn: https://www.linkedin.com/in/brocwedwards/Podcast Team Links:Jacob Swartz - https://www.linkedin.com/in/jacobcswartz/Eleftherios Theodorou - https://www.linkedin.com/in/leftytheo/Garret Distelrath - https://www.linkedin.com/in/garretdistelrath/Eloise Lacey - https://www.linkedin.com/in/eloise-lacey-600597291/WMA website: http://msuwma.comContact: [email protected]