MSUWMA Podcast

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by our 2025-26 Wealth Management Association Executive Board Seniors. Listen in as they share about their experiences throughout college and their plans after. We hope you enjoy! Iris's LinkedIn: https://www.linkedin.com/in/iris-hayes-/Sheeva's LinkedIn: https://www.linkedin.com/in/sheeva-hajimirza-41a803232...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Steve Lane. Steve is a Private Wealth Advisor for Carrera Capital Advisors as well as a Michigan State University Alumni. Listen in as he shares about how he became successful and his journey within wealth management. We hope you enjoy! Steve's LinkedIn: https://www.linkedin.com/in/stevenglane/Podcast Team Li...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into Estate Planning and how it can be beneficial for all types of clients. We hope you enjoy! Mark's LinkedIn: https://www.li...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Ken Osiwala. Ken is a Managing Director at Modern Wealth Management. Listen in as he shares about how he got into the industry, fiduciary duties, and much more. We hope you enjoy! Ken's LinkedIn: https://www.linkedin.com/in/ken-osiwala/Podcast Team Links:Garret Distelrath - https://www.linkedin.com/in/garretd...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Mark Meyers and Ryan Sullivan. Mark is a Principal for Rehmann and Ryan is a Managing Director for Rehmann as well as a Michigan State Alumni. Listen in as they share a brief overview into trust services and how a trust can be beneficial for your clients. We hope you enjoy! Mark's LinkedIn: https://www.linked...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Larry Glanz. Larry is a Private Wealth Advisor and Managing Director of Glanz Wealth Advisors. Listen in as he shares how he is able to understand what his clients need and how to stand out among other advisors. We hope you enjoy! Larry's LinkedIn: https://www.linkedin.com/in/larry-j-glanz-cpa-apma%C2%AE-crpc...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Jessica Sullivan. Jessica is President at Legado Family Office Management, Board Member at Traverse Connect, Member of Grand Traverse Regional Community Foundation Community Coalition, Member of Family Office Exchange, and MSU Alumni. Listen in as she shares how she views communicating with clients, the importanc...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Pete Wargo. Pete is a Senior Advisor at Modern Wealth Management. Listen in as he shares how he is using AI, supporting his clients beyond investing, and diversifying client portfolios. We hope you enjoy! Pete's LinkedIn: https://www.linkedin.com/in/wargop/Podcast Team Links:Garret Distelrath - https://www.li...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Renee Hof-Lacey. Renee is a Private Wealth Advisor, Senior Vice President, and Investment Consultant at Raymond James. Listen in as she shares insights into the industry and how she has found success. We hope you enjoy! Renee's LinkedIn: https://www.linkedin.com/in/reneehoflacey/Podcast Team Links:Jacob Swart...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by John Mason. John is a recent graduate from University of Michigan and is a Consultant at Oliver Wyman. Listen in as he shares about his viewpoint on aligning your financial career with your life goals. We hope you enjoy! John's LinkedIn: https://www.linkedin.com/in/johndcmason/ Podcast Team Links: Garret Dist...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Thomas Walsh. Thomas is the Owner of Walsh Asset Management, is the Founder of The Ultimate Sports List at TUSL.com, and an Michigan State Alumni. Listen in as he shares about his journey through the financial field, how to own and operate a firm, and balancing and building relationships with clients. We hope you...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Christy Rutherford and Jacqueline Campbell. Jacqueline is a Chief Legacy Officer at Alexander Legacy as well as a Founder for JaQperience, LLC. Christy is a Founder and CEO of Vision Finder International as well as the Co-Founder of Wealth Management Accelerator. Listen in as they share about their experiences be...

Welcome back to the MSU Wealth Management Association podcast! Today we are joined by Justin Castelli. Justin is a Co-Founder at The AGC, is on the Advisor Council for Wealth.com, Founder for PRST, and an Advisor, guide, and creator for Santiago. Listen in as he shares about his financial journey and gives a unique idea of how to view finances. We hope you enjoy! Justin's LinkedIn: https://www...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Matt Doran. Matt is a Partner at &Partners as well as a Michigan State Alumni. Listen in as he shares about his financial journey and what the needs of a financial planner are. We hope you enjoy! Matt's LinkedIn: https://www.linkedin.com/in/matthewdoran14/Podcast Team Links:Eleftherios Theodorou - https:/...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kade Messner. Kade is a Lead Advisor at Modern Wealth Mangement. Listen in as he shares about what he has learned throughout his time in the financial field and the steps he's taken to further his career. We hope you enjoy! Kade's LinkedIn: https://www.linkedin.com/in/kade-messner/Podcast Team Links:Garre...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Broc Edwards. Broc is a proud Michigan State Golf Alumni as well as the President of SC Services, Managing Partner at EQV, Founding Partner at Pronoia, Founder and Director of Grit Development, and Finance Advisory Board Member at Eli Broad College of Business. Listen in as he shares about what he has learned thr...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Monish Verma. Monish is the Founding Partner and CEO at Vardhan Wealth Management. Listen in as he shares about what he has learned throughout his time in wealth management and the importance of authenticity in his career. We hope you enjoy! Monish's LinkedIn: https://www.linkedin.com/in/monishverma/Podcast T...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Kenneth Duetsch II. Listen in as Ken shares key information about estate planning and other key information used in financial planning. We hope you enjoy! Ken's LinkedIn: https://www.linkedin.com/in/kenneth-duetsch-ii-cfa-cfp%C2%AE-b425403/Podcast Team Links:Eloise Lacey - https://www.linkedin.com/in/eloise-l...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by John Evangelista. Listen in as John shares about his path into Financial Planning and into his current role as a Certified Financial Planner for Evangelista and Associates. We hope you enjoy! John's LinkedIn: https://www.linkedin.com/in/john-evangelista-cfp/ Podcast Team Links:Eleftherios Theodorou - https://...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Mike Benson. Listen in as Mike shares about his role as the Managing Director at Stout and gives insight into the work done within Investment Banking. We hope you enjoy! Mike's LinkedIn: https://www.linkedin.com/in/stoutmbenson/ Podcast Team Links: Garret Distelrath - https://www.linkedin.com/in/garretdistelr...

Welcome back to the MSU wealth Management Association podcast! Today we are joined by Keith Nichol. Starting out as a Michigan State football player and playing for the Red Skins, Nichol found his way into the financial industry. Listen in as he shares his journey through finance and what he has learned along the way. We hope you enjoy! Keith's LinkedIn: https://www.linkedin.com/in/keith-nichol/Po...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going back to the most recent season, Season 9 with an interview from Michael Robinson. Michael was a Executive Vice President of Huntington National Bank, and Executive Vice President - Wealth management of First Merit Bank. We hope you Enjoy! Michael's LinkedIn: https://www.linkedin.com/in/michael-g-robinson-cfp/ Rewind Team Podcas...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 8 with an interview from Jamie Hopkins. Jamie is currently the CEO of Bryn Mawr Capital Management, CWO of WSFS Bank, Founder and President of FinServ Foundation, Finance Professor of Practice at Creighton University's Heider College of Business, and Founder and Owner of Hopkins Retirement Consulting. We hope...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Jessica Willis. Jessica is currently the Founder and CEO of Pocketnest, and on the Board of Mt. Elliott MECA Endowment. We hope you Enjoy! Jessica's LinkedIn: https://www.linkedin.com/in/jess-willis/ Rewind Team Podcast LinkedIn: https://www.linkedin.com/in/jacobcswartz/ WMA website:...

Hello and welcome to the MSU WMA Summer Rewind! Today we are going way back to Season 6 with an interview from Dominique Henderson. Dominique is the Founder of The Jumpstart Coaching Lab, a Founder of DJH Capital Management, and the Founder of Advisor Growth System. We hope you Enjoy! Dominique's LinkedIn: https://www.linkedin.com/in/domhendersonsr/ Rewind Team Podcast LinkedIn: https://www.li...