In the Suite

Send us Fan Mail Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honoree), and a previous guest...

Send us Fan Mail I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields.  Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by mission.  A mother of two with a rebe...

Send us Fan Mail Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago.  Megan’s financial career began when she took her first tax class at Rutgers Law School after ear...

Send us Fan Mail Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries.  Eunicia is passionate about helping people optimize their wealth, take control of thei...

Send us Fan Mail Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite , Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice.  When founder and CEO Robert Russo started the firm in 2013, he did it with only seven advisors. At t...

Send us Fan Mail Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology....

Send us Fan Mail Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach.  Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, a...

Send us Fan Mail Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets. With this, she realized...

Send us Fan Mail Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages. In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial...

Send us Fan Mail We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite ! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their son Andrew.  Her team manages ove...

Send us Fan Mail Today’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds . Vive Funds was launched to fulfill the company's mission of carefully curating high-quality real estate investments. Vive has developed a rich network of global business partners to make early and transformational investments in assets...

Send us Fan Mail To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger . As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel , a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm ; a practice focused on the investment...

Send us Fan Mail Today we invite Katie Braden In The Suite ! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and going to back to her full name. Katie Braden, CFP® You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking financial planners and advisors who...

Send us Fan Mail It is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher.  Amy is CEO of Lake Effect Creative, in which she ghostwrites for a collection of financial advisors who are too busy to write their own books. While she completely understands the work pressure the industry comes with, she tr...

Send us Fan Mail We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself unde...

Send us Fan Mail When it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you, it was well worth it.  The M...

Send us Fan Mail Today’s episode of In the Suite podcast is with Torie Happe. She is a female entrepreneur, blogger, mother, wife and loves to visit Disneyland. Torie Happe is the Head of Business Development at Onramp Invest, a crypto asset integration platform solution for financial advisors started in August 2021. Torie has plenty of experience in the financial services industry. In this episod...

Send us Fan Mail We’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies.  The podcast begins with Courtney sharin...

Send us Fan Mail Today, we welcome Vanessa Martinez In The Suite . Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry.  Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors , co-author of the book ' Family Value at Risk, ' financial planner at the Northwest Church of Christ, and a...

Send us Fan Mail Today’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV.  Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, tried-and-true strategies, and a...

Send us Fan Mail Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten , a leading SaaS company in financial services providing marketing automation and creative content for financial professionals. She’s a mother of two...

Send us Fan Mail In today's episode of In the Suite , we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies , a prestigious broker-dealer. The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's...

Send us Fan Mail We feel so lucky and honored to have Heather Fortner In the Suite ! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD , an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile."  SignatureFD is ranked on Inc. Magazine’s Inc. 5000 Americas Fast...

Send us Fan Mail We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy , a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. Liz co-founded F2 Strategy in 2017, with...

Send us Fan Mail It is with immense pleasure and honor that we introduce our first male guest ever on the show. It is none other than the phenomenal Dr. Travis Parry.  Travis is the best-selling author of "Achieving Balance," an inspirational keynote speaker, the Founder and coach of the Make Time Institute, and soon to be a father for the seventh time.  Travis started his career as a fi...