TriFound's Top Three

This week's episode of TriFound's Top Three brings us one of our greatest Account Managers, Taylor Hemphill! Taylor works in our Saginaw Office, and if you recognize her last name it's because Shane is her brother, something we have fun talking about in the podcast. Taylor brings us a lot of wisdom this week through her appreciation of language, communication, and what she loves about helping TriFound clients.

Justin and the team were a little busier than normal this week, which meant it was the perfect week to go unscripted and interview TriFound's Marketing Director, Tyler Babbitt. Tyler actually isn't new to the podcast, as he sits in on every recording to produce and edit the episodes, but it's his first time in front of the mic. Justin and Tyler talk about TriFound's history with marketing, the importance of communciation with clients, and what it takes to put this podcast together. It's a fun one!

We're back this week with another episode of TriFound's Top Three! Our special guest this week is our Account Director Sarah Saum, one of the key players to TriFound's success. Sarah talks to us about her role with the company and how she manages a number of processes and employees that give clients the service they expect. Her journey to the role is also a highlight for how someone can grow from an acquisition! Not only that, but she may or may not steal the show by the end...

Episode 8 introduces yet another player on TriFound's team, our Securities Specalist Jason DeRosa! Jason works out of our Fort Myers office and is our resident expert in securities and trading. If you've ever wondered how TriFound makes decisions and how we keep an eye on the market, this is the episode for you. Jason and Justin talk about all of that and more!

This week's episode of TriFound's Top Three has a very special guest with our Client Care Specialist, Susan Radziewicz! You've heard from some of our team that you'd meet in a meeting, but this episode takes a look behind the curtain at how TriFound operates. Susan manages our Client Care team, aka the first thing you hear when you call in, as well as our acquisitions and travel. Justin goes over all of this and more in the episode!

This week's episode brings us a conversation between Justin and one of TriFound's Senior Financial Advisors, Kyle Redd. After working his way up through Healthcare and the Account Managers, Kyle now meets with TriFound clients on a daily basis and is a major asset to the TriFound team. Listen as Justin and Kyle talk about the ever changing world through financial news, answer some client questions, and the fun of being a Lions fan.

For this week's episode, Justin sits down with TriFound's Chief Legal Officer, Chico Obande. Subjects range from Chico's impressive number of degrees to the common mistakes people make in their estate planning. If you want to know more about trusts (and you should), this is the episode for you.

This week's episode welcomes TriFound's Deb Harris, our Healthcare expert and Outreach Coordinator. Deb and Justin go over how Deb works with clients to find the Healthcare plan that works for them, and they dive into Deb's and TriFound's extraordinary work within our communities.

This week we have TriFound's CFO and Accounting Director, Stephanie Torres. Justin and Stephanie talk how TriFound's process incorporates Accounting, and then dive deep into the tax changes we're seeing and what's coming up on the other side of the pandemic. Hint: there are a lot!

Episode two brings us Shane Hemphill, one of TriFound's Managing Partners and a top Wealth Manager at TriFound. Justin and Shane talk about everything from Shane's career, the TriFound process of becoming a client, and even a little bit on taxes.