MSUWMA Podcast

On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to h...

This week we had the pleasure of chatting with Jessica Willis. Willis is a financial advisor and owner of Pocketnest, a platform to help coach the next generation of advisors, millennials and gen-zers alike. Stay tuned as we dive into how she started and how it's going as well as some awesome advice for our fellow listeners.  Jessica's Links ------------- Company website: https://www.pocketne...

Jared Rhein, Brady La Roe, and Riley Garvin and how it pertains to the market. They discuss the rebound in Black Friday Shopping, updates on Russia's invasion of Ukraine, and China's current economic outlook. Executive producer: Sara Khan WMA website: http://msuwma.com   WMA YouTube: https://www.youtube.com/channel/UCT-e.. .   Contact: msuwma@gmail.com Song Credits: Rain (Instrument...

Dominique Henderson is amongst the top 100 advisors whom proudly founded and manages his business, DJH Capital. He shares with us his experience as not only an advisor, but through the lens of a financial coach. Stay tuned as you learn the dynamics Henderson shares with us to create a financially adept future. If you enjoyed this week's segment, check us out on our socials for more!   Dominiq...

David Wakefield is a Michigan State alumni and former member of the MSU Wealth Management Association. We have a splendid chat about. post under grad life, Law school and Estate planning, his words for future young leaders and much more.   David's Website:  http://saynotoprobate.com WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-e... Contact: msuwma@gmail...

Tom is an Alumni of Central Michigan University. He is a Certified Public Accountant that works with clients to help them build their business and personal wealth. Tom enjoys serving his community holding multiple roles at the Flint Institute of Arts including President of the Board of Trustees. Linkedin: https://www.linkedin.com/in/thomas-lillie-98213717/ Company Website: https://www.lewis-knopf....

Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She is received her bachelor’s degree at University of St. Thomas, Master’s degree at Marquette University, and PhD degree at Temple University. Julie has a strong passion for helping young professionals learn and find their path in the financial services industry. Linkedin: https://w...

Paul is the founder of TAMMA Capital in the greater Detroit area. He is a Certified Financial Planner, ChFC, CRPS, and Enrolled Agent with the IRS. Paul received his undergraduate degree at Adrian College and his Masters from University of Findlay. He is also the host of the Emotional Balance Sheet Podcast. Linkedin: https://www.linkedin.com/in/paulfennercfp/  Company Website: https://tammaca...

Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog.  Linkedin: ht...

Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss. Com...

Hannah is a recent 2022 Michigan State Alumni and a former MSU WMA Podcast host. Hannah is now working at Vanguard in their Financial Advisor Development program. She is also studying to earn her Series 7 and 66 licenses and her CFP certification. Linked in: https://www.linkedin.com/in/hannah-lakian-489b18192/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R...

Vincent is a recent 2022 Michigan State Alumni. He is the former MSU WMA Podcast host and former WMA President. Vincent has plans to work for Plante Moran in Ann Arbor and prepare to take his CFP Exam. Linkedin: https://www.linkedin.com/in/vpucillo/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Oce...

Andy is an award-winning Family Finance Coach. Andy has several years of experience in the Finance and Marketing Industry and has his own company called Hill Media. He is the host of the top-rated podcast "Marriage Kids and Money" where he gives young families advice, he wished he received. Andy is an MSU Alumni receiving his bachelor’s degree in media and Telecommunications in 2004. Company Websi...

Jill is a current Financial Planner at Stephens Wealth Management. She has over 18 years of experience in the Accounting and Finance Industry including working for the IRS. Jill holds a CPA and CFP designation which she uses to give her clients the best tax, retirement, and planning strategies. Linkedin: https://www.linkedin.com/in/jillrcarr/ Company Website: https://stephenswmg.com/ Jill’s Journa...

Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Proximity Principle. Ken prides himself as being America’s career coach and has appeared on shows like Fox & Friends, Yahoo! Finance, and The Rachel Ray Show. Linkedin: https://www.linkedin.com/in/kencoleman-/...

Jessie is an Investment Analyst and Wealth Advisor at Stephens Wealth Management Group. She is a graduate of The University of Michigan and is currently working to become a Chartered Financial Analyst. Jessie is also very involved in her community by volunteering her talents in Washtenaw and Oakland County communities. Company Website: https://stephenswmg.com/ WMA website: http://msuwma.com WMA Yo...

Syed is a Junior Supply Chain Student at Michigan State University. He is the president of the Broad Student Senate and a senior consultant at Spectrum Consulting Group. Syed is committed to making an impact on the world by using his business leadership skills to better other people’s lives. Linkedin: https://www.linkedin.com/in/syed-akbar-zaidi/ Spectrum Consulting Group Website: https://www.spec...

Jacqueline is an Alumni of Michigan State graduating in 2003 with a degree in Journalism. She is currently the Senior Director of wealth advisors operations at Ally Invest.  She is also responsible for the Ally Invest Inclusive Wealth strategy that is part of the Ally enterprise Financial Social Inclusion (FSI) efforts and serves as secretary for the Ally Charitable Foundation. Jacqueline has...

Khe is an entrepreneur who worked on Wallstreet for 15 years and was a managing director at Blackrock. At 35 years old he decided to follow his passion and worked to create his company RadReads. Khe is currently the CEO and runs a blog that is read by 30,000 leaders across multiple industries. Company Website: https://radreads.co/ Linkedin: https://www.linkedin.com/in/khehy/ WMA website: http://ms...

Cathy is the founder of Curtis Financial Planning, an independent RIA firm located in Oakland, CA. She is a CFP professional and focuses on helping women achieve financial success. Cathy has been named to Investopedia’s top 100 advisors the past three years and is part of several financial planning organizations to help grow her network and to help others. Company Website: https://curtisfinancialp...

Ken is the host of The Ken Coleman Show part of the Ramsey Network that airs every weekday in more than 35 cities across the US. He is the #1 national bestselling author of the book The Proximity Principle. Ken prides himself as being America’s career coach and has appeared on shows like Fox & Friends, Yahoo! Finance, and The Rachel Ray Show. Linkedin: https://www.linkedin.com/in/kencoleman-/...

Kara is a Wealth Advisor at Herbert Financial Group in Auburn Hills, MI. Before she worked at Herbert Financial, she worked as an analyst at J.P. Morgan Asset Management. Kara graduated from Michigan State University in 2015 with a degree in Finance. She holds a CFA, CFP, and several other certifications and licenses. She now uses her degree and licenses to help give her clients a unique specific...

Brennan is a Certified Public Accountant and is the owner and founder of Budget Dog Financial Consulting. He graduated from University of Lousville in 2014 with a degree in Accounting & Finance. He went on after college to work for Deloitte as part of their audit team. He is a former Cincinnati Works board member and now self-employed growing his own business with Budgetdog. Linkedin: https://...

James is a current Golfer and Finance student at Michigan State University. In 2021 he won the 121st US Amateur Championship becoming the first Michigan born golfer to win the tournament. Along with finishing his final Collegiate golf season James has been invited and is planning to play in this coming year’s Masters, US Open, and Open Championship on the PGA Tour. WMA website: http://msuwma.com W...

Ashby has been part of the financial planning industry since 2008 and has worked as an advisor for multiple companies. He is currently an advisor and COO at Shorebridge Wealth Management in Pittsburgh, PA where he specializes in helping clients entering retirement. Ashby graduated from Virginia Tech with a degree in accounting and is a Certified Financial Planner. Company Website: https://shorebri...