Landon Brantley  Joins PFI Advisors

Landon Brantley
Joins PFI Advisors

We are thrilled to announce that Landon Brantley will be joining the PFI Advisors team in the role of consultant.  Landon has spent over four years as a tax and financial advisor at ARGI Financial Group, a $3 billion RIA headquartered in Louisville, KY with...
The COO Roundtable  Episode 22

The COO Roundtable
Episode 22

EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://pfiadvisors.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar...
The COO Roundtable  Episode 21

The COO Roundtable
Episode 21

EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://pfiadvisors.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President...
The COO Roundtable  Episode 20

The COO Roundtable
Episode 20

EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove https://pfiadvisors.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3 In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial...