What a Green Beret turned Blackhawk pilot turned financial planner learned about risk, family, and starting over.
In this episode of The Long Game, Mitch Long talks with Nick O’Kelly about military life, aviation, family, and the road that led him into financial planning. Nick shares how he went from struggling in college to becoming a Green Beret, then a Blackhawk pilot, before eventually starting over in a new career after leaving the military.
They also get into the mindset shift of moving from service into sales, how Nick built his practice, and why his approach to financial planning starts with the end state in mind. It is a grounded conversation about discipline, family, long-term thinking, and helping people make better financial decisions.
WHAT WE TALK ABOUT
Nick O’Kelly’s path from college to Special Forces
Serving as a Green Beret in Okinawa
Becoming a Blackhawk pilot and flying in special operations
Why he left the military and started over
The challenge of moving from service into sales
How Cadence Wealth Partners approaches financial planning
Why Nick starts with the end state in mind
Helping clients stay steady when markets get shaky
Family, coaching, and being intentional with time
Why trust and referrals matter in a growing practice
CHAPTERS
00:00 – Mitch and Nick connect over their military family background
00:11 – Nick on high school, college, and joining the military
01:00 – Special Forces training and becoming a Green Beret
01:30 – Serving in Okinawa and starting a family
01:50 – Aviation, flight school, and becoming a Blackhawk pilot
02:10 – Flying with the 160th Special Operations Aviation Regiment
02:26 – Mitch on growing up in a military family
02:47 – Why Nick left the military
03:24 – Building a plan before leaving service
03:40 – Becoming a finance nerd and earning the CFP designation
04:06 – The hardest part of starting in the business
04:30 – The mindset shift from quiet professional to finding clients
05:15 – Mitch on sales, listening, and helping people solve problems
06:18 – Nick explains Cadence Wealth Partners and how they plan backward
07:00 – How they review plans and keep clients focused long term
07:37 – Market swings, fear, and staying the course
09:06 – Nick on family, kids, and youth sports
10:27 – Coaching baseball and protecting time with family
11:35 – The joke behind “undefeated dad”
12:13 – Military culture, parenting, and adjusting expectations at home
13:24 – Nick on building value and growing through referrals
14:18 – Mitch on relationships that have lasted decades
14:58 – Why trust matters more than transactions
15:00 – Nick on growth, hiring, and expanding the practice
Connect with Mitch Long: LinkedIn | KazInsurance | Read: Pagers & Payphones
Connect with Nick O'Kelly: LinkedIn | X | Cadence Wealth Partners
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About This Podcast and Series
The Long Game is a series under Entrepreneur Perspectives. Produced by QuietLoud Studios — a modern media network and a KazSource brand.
Credits:
Music by Jess & Ricky — SoundCloud