Health and Wealth Podcast with Carter & Tim

Episode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management , Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm. For his numerous art...

Episode 34 Replay  - Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save...

Episode 34 Replay  - Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always...

Ep 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary ro...

Ep 40 replay - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary ro...

Episode 61 replay  - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was sel...

Episode 61 replay  - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he wa...

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales. At BLP, we bring innovative products and distribution onto modern financial planning plat...

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales. At BLP, we bring innovative products and distribution onto modern financial planning plat...

Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in...

Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital , where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in...

Episode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they...

Episode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they...

Episode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with in...

Episode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with in...

Episode 19 replay - Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an indus...

Episode 19 replay - Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an indus...

Episode 81 - Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience. THE PODCAST ABOUT PERSONAL FINANCE & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to get caught in a debt/povert...

Episode 81 - Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience. THE PODCAST ABOUT PERSONAL FINANCE & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to get caught in a debt/povert...

Episode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients. Laura is a third-generation graduate of Oreg...

Episode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients. Laura is a third-generation graduate of Oreg...

Episode 29 replay - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-sellin...

Episode 29 replay - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-sellin...

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Rona...

Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Rona...