by PFI Advisors | May 17, 2022 | Podcasts
For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman, Co-founder and board member, Tommy Martin, and Partner and Chief Operating Officer, Brad Quick. Vestia has offices...
by PFI Advisors | May 11, 2022 | White Papers
PFI Advisors (“Promoting Financial Independence”) released today a new industry white paper on the complexities of reporting on alternative investments. This is the eleventh report in PFI’s continuing educational series. The white paper examines the increasing demand...
by PFI Advisors | Apr 5, 2022 | Podcasts
EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital https://pfiadvisors.com/wp-content/uploads/2022/04/Ep40_Final-1.mp3 In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee...
by PFI Advisors | Feb 28, 2022 | Podcasts
EP 39 - Rob Ziliak of Buckingham Wealth Partners & Ryan Armock of Thrivent Advisor Network https://pfiadvisors.com/wp-content/uploads/2022/03/Ep39_final.mp3 This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham...
by PFI Advisors | Feb 15, 2022 | Podcasts
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management & Trevor Phillippi of 6 Meridian https://pfiadvisors.com/wp-content/uploads/2022/02/EP_38_Final_v2-2.mp3 For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing...
