Wealth Authority TV

Our wealth authority of the week is Phillip Ramsey. Phillip has never met a stranger, excels in relationship building, and is quick to offer help and find a solution. His ability to connect with people while sharing honest, direct questions that elicit clear responses makes him well-suited to helping people build an uncommon life on a solid financial footing. Phillip saw a need for this kind of ca...

Our wealth authority of the week is David Goldman. David Goldman runs a coaching company called Goldman Organization. He works with professionals who want to bring in more business without sounding like a salesperson. David has written three books: The Road to Happiness in 2019, Bringing in the Business Without Sounding like a Salesperson in 2024, and Go For The GOLD, which will be released in 202...

Our wealth authority of the week is Josh Bradley. Joshua Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income. Josh’s interest in finance and problem solving, along with his desire to make a positive impact on others’ lives, drew him to the financial services industry in 2006. After serving as an independent f...

Our wealth authority of the week is Chris Heerlein. Chris Heerlein, a Texas native, is an Investment Adviser Representative, CEO at REAP Financial and founder of REAP Private Client Group (RPCG), a family practice that helps private business owners, top-level executives and affluent individuals create, transition, preserve and grow their wealth over generations. RPCG serves corporate and private c...

Our wealth authority of the week is Bruce Werner. Bruce Werner spent the first half of his career at Werner Ladder, with executive responsibilities in all facets of the business. During that time the family completed 6 acquisitions and sustained 10% annual growth for over a decade. The family later exited the business in a successful LBO.As an independent consultant, he helps owners address their...

Our wealth authority of the week is Scott Drake. Scott’s background includes 20+ years as a large market radio host, on-camera news talent and Vice President of Content Development for a video marketing company. He helps develop and manage all advisor client acquisition strategies for Quantum. This includes live events, digital, social and legacy media campaigns. “We evaluate the advisor’s practic...

Our wealth authority of the week is Buddy Thomas. Buddy Thomas is the founder of Superior Planning – Family Office, specializing in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982. A pioneer in virtual family offices, he has guided successor trustees and beneficiaries through estate settlements while fostering seamless collaboration among family l...

Our wealth authority of the week is Kelley Slaught. Kelley Slaught, a financial advisor in Santa Barbara, is dedicated to helping clients make informed and personalized financial decisions. She partners with retirees and pre-retirees to create customized strategies to help them achieve the retirement of their dreams. Licensed in multiple states and holding various securities qualifications, Kelley...

Our wealth authority of the week is John O'Brien. John M. O’Brien, Ph. D., is a licensed psychologist, professional speaker, and executive coach in Portland, Maine. He is a founder of Mental Health Associates of Maine and Activate Success. John serves as an adjunct professor at the University of Maine at Augusta, teaching courses in psychology, trauma, and addiction-related topics. John equips...