The Legacy & Wealth Podcast

Stephen Pine is the Vice President and Equity Partner at Patterson & Associates Insurance, where he has spent more than 23 years helping businesses reduce risk through strategic commercial insurance and risk management. Beyond his corporate career, he is an investor in private equity, technology companies, and large-scale sports facilities, while also competing in IFBB bodybuilding and serving...

Join The Standard here: Thestandardmen.com Jay Davis is a technology consultant, real estate investor, and men's leader based in Atlanta. He specializes in technology infrastructure, cloud migrations, and mergers and acquisitions, helping organizations navigate complex business transitions. Beyond his professional career, Jay serves as a liaison within The Standard and leads men's minist...

Brandon Bartoldi is an entrepreneur, investor, and founder of Prosper Firm, a financial services platform that helps business owners, real estate investors, and founders gain access to capital. Throughout his career, he has worked in healthcare leadership, project management, strategic planning, private equity, mergers and acquisitions, real estate investing, and business finance. He has built mul...

Join The Standard: thestandardmen.com   Steve Maher is a technology executive, entrepreneur, investor, and CEO with nearly 30 years of experience building and scaling enterprise software companies. Throughout his career, he has helped grow multiple SaaS businesses through acquisitions and public offerings, including a company that achieved a $5.5 billion IPO. Beyond business, Steve is the co-found...

Join The Standard: Thestandardmen.com Gary Mizell is the founder of Kore Systems, a systems integration company specializing in mission-critical infrastructure for the federal government, municipalities, pharmaceutical compounding facilities, and data centers. Over the last 18 years, he has grown the company into a multi-million-dollar operation generating approximately $6 million in annual revenu...

Join The Standard:  thestandardmen.com   David President is a Vice President of Sales and the owner of Suit Sharks, where he oversees a portfolio of luxury hotels and resorts across the U.S. and internationally. With over 20 years in hospitality, he has risen from entry-level roles to executive leadership, managing multi-million dollar revenue streams and large-scale teams. In addition to his corp...

Join The Standard: thestandardmen.com   Sam Lacrosse is an entrepreneur, sales consultant, and content creator who helps influencers and online businesses scale through high-ticket offers, content strategy, and backend systems. He began his career at Oracle Corporation, where he became a top-performing sales professional, closing multi-million dollar deals and generating over $10M in revenue. Afte...

Chirag Data is the CEO of Seva Senior Services, a multi-service healthcare company providing adult daycare, in-home care, and family caregiver programs for seniors. He has scaled the business from a small family-run operation into a company generating over $7.5 million in annual revenue, with plans to reach $10 million while serving hundreds of clients. His experience spans healthcare operations,...

Dr. Zak Bloom is a Doctor of Chiropractic and entrepreneur who owns and operates multiple chiropractic clinics, along with a marketing company supporting the industry. He began his career in the Air Force, where an injury led him to chiropractic care—ultimately transforming his life and career path. Today, he combines clinical expertise with leadership and systems-driven growth to scale practices...

Leugim Borres is a former banking professional who spent over a decade rising through institutions like Wells Fargo before transitioning into commercial banking and later joining Goldman Sachs. After reaching high-performance environments at the top level, he made the decision to step away and pursue entrepreneurship, launching a premium açaí business in Dallas called Açaí Brasil. His journey span...

Join The Standard here: https://thestandardmen.com/ Jeremy Freeman is an entrepreneur in the dental industry, co-owning multiple dental practices with his wife and scaling from a single office to a multi-location operation.  He has spent years learning how to transition from practitioner to business operator, implementing systems, sales frameworks, and leadership development to grow revenue and pr...

Join The Standard: Thestandardmen.com   Entrepreneur & Executive Howard Osaitile breaks down the realities of scaling a healthcare business from the ground up, managing risk under pressure, and redefining success beyond money. This is a conversation about discipline, ownership, and building a life that actually aligns with your long-term legacy. Howard Osaitile is a healthcare consultant and e...

Financial Expert and Owner of Stratum Ridge, Brandon Gerfen shares a powerful journey from a difficult childhood and military service to managing investments and advising high-net-worth clients. This conversation explores the mindset shifts, financial frameworks, and life lessons that shape men who are building wealth while protecting what matters most. Brandon Gerfen is a wealth and investment ma...

Owner of PSG Security Rod Rodriguez opens up about the transition many high-performing men face in midlife. He details the pains that he went through losing two wives before the age of 50. He shares the challenges of being the one who protects and provides to becoming the man who leads, mentors, and builds lasting impact. Rod Rodriguez is a veteran, security professional, entrepreneur, and leader...

Multi-Million dollar developer Royce Colley shares the real path to building wealth through real estate—far beyond the simple “fix and flip” stories most people hear. In this episode, he breaks down how he built over 100 homes in the Dallas–Fort Worth area, the strategies investors use to create passive income, and the personal setbacks that nearly stopped his journey. Royce is the real estate dev...

3rd Generation Owner of Master Hatters of Texas Matt Cook shares the reality of leading a family manufacturing company, the responsibility of preserving American craftsmanship, and the personal turning point that forced him to redefine what legacy truly means. Matt Cook operates Master Hatters of Texxas a Texas-based hat manufacturing company that has been producing cowboy hats, western hats, and...

Real estate investor and lending expert Ricardo Carrilllo reveals how the wealthy structure deals, why most people misunderstand real estate financing, and the strategies high-income investors use to build massive equity and reduce taxes legally. Ricardo Carrillo runs a nationwide mortgage lending team that helps investors and entrepreneurs finance real estate across the United States. With relati...

Business leadership coach Nick Edwards reveals why most entrepreneurs fail to scale, the hidden cost of bad hires, and the framework he uses to turn struggling companies into high-performing organizations. Nick Edwards is a leadership coach, speaker, and business consultant who works with executives and business owners to clarify vision, build stronger teams, and scale companies sustainably. Befor...

Mitchel Clark is living the American dream. After serving our nation in the Army, he has built a six figure career in medical device sales while also operating a business generating multiple six figures in profit. He is a husband, father, and leader within his local church. Mitchell has earned multiple sales awards and has also competed in a men’s physique competition. Despite these accomplishment...