In this engaging episode of the Under the Hood Podcast, hosted by Timothy Douglas, we dive deep into the world of wealth management and financial independence with special guest Landon Troyer. Landon, the host of "Business with the Boyz" and a senior wealth advisor at Wealth Planning Partners, shares his journey from a college grad uncertain of his career path to becoming a successful independent Registered Investment Advisor (RIA).

https://businesswiththeboyz.com/

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Brandon Fink, Wealth Advisor at Claro Advisors.

Get in touch with Brandon:

https://www.claroadvisors.com/

https://www.linkedin.com/in/brandonpaulfink/

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Golliher, Financial Advisor of Vista Investment Partners.

Get in touch with Matt:

https://www.vistainvestment.net/

https://www.linkedin.com/in/matt-golliher-27a50599/

Matt’s approach combines traditional wealth management with alternative strategies to account for how the future may be different from the past.

Prior to joining Vista, Matt worked at WestPoint Financial Group, First Merchants Corporation and US Bancorp Investments. Matt obtained his bachelor’s degree from Indiana University Bloomington, and currently holds his Series 6, Series 7, Series 63 and Series 66 securities licenses as well as his life and health insurance license.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Cohen, Relationship Manager at West Financial Services.

Get in touch with Matt:

https://westfinancial.com/

https://www.linkedin.com/in/mattcohendc/

"I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.
As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan.
I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families."