TriFound's Top Three

TriFound's Top Three is back this week to give you a look at what it's like managing offices spread out all over the country. Joining us is the man in charge of all things Building, Dexter Marzette! Dexter joined the TriFound team in 2021 and has quickly become a key player in helping TriFound's national growth. Justin asks him about all of that and more on TriFound's Top Three!

You might start noticing a recurring theme with our podcasts for a little bit, and that's because tax season is upon us! It's that time of year where we gather up all of our important documents, try our best not to procrastinate, and look for help from the professionals. We've got our CPA Dave Mischler on the podcast this week to go over all of that and more!

This week's episode brings us a TriFound Legend with Client Care Coordinator, Pam Fenner! She's been here from the very beginning, working out of our first office in Martin, MI and has seen every step in TriFound's growth. Justin gets to talk to her about her beginning with the company, her background, and as always gets her insight on current news.

Do you hear that? It's the sound of tax season right around the corner, and nobody is more aware than TriFound Accounting's team of certified experts! Justin is joined this week by our wonderful Controller, Cindy Krou. Cindy works out of our Milford, IN office and she's here to tell us all about their preparation for the next few months, and what you should be preparing for ahead of April.

TriFound's Top Three is back with our second episode of the new year, this time with special guest Sue Jacobson! Sue is one of our incredible Account Managers that excels working with our clients in Tacoma, WA. Justin and Sue reminisce about their years working together, Sue's knack for remembering people, and take a look at what's going on with inflation. It's all right here on TriFound's Top Three!

Welcome to our first episode of 2022! For our latest episode, Justin has Josh Storey joining him, a stellar Financial Advisor working out of our Florida office. Justin and Josh talk about the state of the job market, recent news since last month and even some fun New Years Resolutions. It's great to be back!

We're taking it easy on TriFound's Top Three this week, with a fun episode dedicated to our clients and listeners. Thank you to everyone that's supported us so far, and for an incredible year here at TriFound. Enjoy this time with your family over Christmas, and we'll see you back here in 2022!

This week's episode covers a variety of topics, featuring one of TriFound's incredible Financial Advisors down in Florida, Melissa Ray. Melissa came to TriFound through an acquisition a few years ago, and she and Justin have worked together ever since. They discuss her beginning in the industry, the workforce, cryptocurrency, and even this weird thing call the Metaverse. Check it out!

Welcome back to TriFound's Top Three! Our guest this week is none other than our Federal Benefits expert, Don Wills. Don has been in the business for a very long time, helping Federal Employees with their benefits and retirement. Justin and Don talk about Don's past and the differences in Federal benefits, and how Don tackles that in his webinars for TriFound. Enjoy!

Happy Thanksgiving, everybody! Today we're thankful for our guest this week, and all of our listeners! Justin is joined this week by our newest Wealth Manager, John Kwit, who is having so much success with some of our offices out west. As usual, Justin and John talk about John's backstory and how he ended up at TriFound, but he also shares a very personal and recent story about the importance of planning. It's the perfect episode while you're digesting that turkey or shopping for Black Friday deals.