What Are You Working Towards?

Shawn Ballinger ( https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/ ) is the Founder of Columbus Street Financial Planning , an Ohio-based, fee-only RIA overseeing $100 M in assets . After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guar...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Brian Moran ( https://www.brianmoran.com/ ) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company t...

Scott Franklin ( https://www.linkedin.com/in/scott-franklin-7a653b19/ ) is the Founder & CEO of Lumos Solar , a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and peop...

David Snider ( https://www.linkedin.com/in/sniderdavida/ ) is the Founder & CEO of Harness Wealth , a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for eq...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Adrian G. Davies ( https://www.linkedin.com/in/adriandavies1/ ) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief...

Jerry Luftman, Ph. D. ( https://www.linkedin.com/in/luftman/ ) is Founder & Managing Director of the Global Institute for IT Management . After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strateg...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    For over 20 years, Robert Schultz ( https://www.robschultzwealth.com/ ) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, lo...

David W. Anderson is the CEO & Founder of Off Madison Ave , a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of t...

Tarun Aleti ( https://www.linkedin.com/in/tarun-aleti/ ) is the Co-Founder & Chief Product & Technology Officer at PartRunner , a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fl...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Real estate rebel Hilary Saunders ( https://www.side.com/ ) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she’s on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table....

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC ( https://www.newtonfinancialsolutions.com/ ). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants...

Dina Kaplan ( https://www.linkedin.com/in/dinakaplan/ ) is the Founder & CEO of The Path, a global meditation training company helping high-impact leaders cultivate calm, clarity, and emotional freedom. Formerly a tech founder and Emmy-winning journalist, Dina shares how silent retreats, panic attacks, and startup burnout led her to a new mission: teaching modern mindfulness to those who need...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" Vincent Van Dorn ( LinkedIn ), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differen...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Mario Hernandez ( https://www.longevitywealthmanagement.com/ ) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, bui...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/ ) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on o...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Kimberly Stewart, CFP®, CLU®, CLTC® ( https://www.ameripriseadvisors.com/kimberly.r.stewart/ ),  is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women’s financial strategies. As the founder...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Nicholas Ockenga ( https://www.sentinelgroup.com/ ) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined S...

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe pr...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Kevin Kirchheimer ( https://www.ameripriseadvisors.com/kevin.w.kirchheimer/ ) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments,...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Nick Halaris ( https://nickhalaris.com/ ) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicat...

Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: ⁠⁠ ⁠ https://UHNWC.com/ Michael Bernberg ( https://www.linkedin.com/in/michaelbernberg/ ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about h...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Esther Sangiovanni ( http://www.msbanktx.com ) is a Portfolio Manager at Main Street Bank. She is an experienced commercial loan administrator with a demonstrated history of working in the banking industry. Esther earned her MIBA in business at Nova Southeastern University. In this episode, Chris...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Matthew Mandell ( https://www.linkedin.com/in/matthewlmandell/ ) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor’s degree in Finance from Pennsylvania State University and pr...

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/    Matt Zeigler ( https://sunpointeinvestments.com/ ) is a Managing Director and Wealth Advisor at Sunpointe Investments. He believes everyone deserves to be heard and communicated in terms they can understand. Over his 18+ year career in financial services, he’s gained a tremendous respect for compl...