Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…

Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…

Munur Shah Munur was born in London to immigrant parents and grew up there during the 1970’s and 80’s. From the age of 11 he travelled independently across the city by bus to help his parents in their dry-cleaning business. During his teens, whilst working part-time, he was involved in theatre and film production in various roles from runner, drive…

Welcome to another riveting episode of “Sales Mavericks & Marketing Rebels,” where hosts Nicholas Loise and Marco Salinas dive deep into the art of sales and marketing. In this episode, titled “Showtime! How Sales and Marketing Mimic Political Theatrics and Religious Storytelling,” we explore the fascinating intersections between sales, marketing, …

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…

Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve your spec…

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…

Chris is a CPA/retirement strategist/basketball coach/husband/father! He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recommen…

Welcome to the inaugural episode of the Sales Mavericks & Marketing Rebels Podcast, hosted by Nicholas Loise and Marco Salinas! In this kickoff episode, we dive deep into the essence of authenticity in sales and marketing and unveil the immense power of podcasting for business growth. Nicholas Loise, co-host and founder of the Sales Performance Tea…

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…

Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…

Arica was born and raised in Huerfano County and has a deep sense of respect for the land and the way of life in Southern Colorado. Arica graduated from John Mall High School in Walsenburg and then moved to Boulder, where she obtained a BA in Business Management with an emphasis in Real Estate from the University of Colorado. Throughout college, sh…

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…

Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…

Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recomme…

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…

Jamal Ahmed, dubbed the “King of Data Protection” by the BBC, is a renowned global expert and passionate advocate for data privacy rights. With a pragmatic approach, he helps governments, SMEs and multinational corporations achieve compliance with privacy regulations through easy-to-implement solutions. He is a trusted media commentator and appears…

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…

Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recomme…

Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his family and leave a legacy. For the last…

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve people’s …

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daug…

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two…

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. They take pride in helping achieve your…

As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters…

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…

Brian Wilbur is a dedicated marine with a passion for financial education and strategic planning. His professional journey began in the insurance industry, where he honed his skills and expertise. However, it was his discovery of reverse mortgages that truly captivated him. Brian fell in love with the product and its potential to empower clients to…

About The Authors Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become published authors. As the foun…

In this episode Nina Hershberger talks with Adam Marburger, a serial entrepreneur who has built several successful companies including Ascent Dealer Services, Dental Protection Group, and Marburger Coaching and Development. Adam has an impressive background, starting his entrepreneurial journey at just 13 years old with 3 paper routes. He then went…

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your …

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use…

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every a…

Kristen Conti Reveals the Inside Scoop on the NAR Lawsuit and How It Will Impact Real Estate In this episode, Dr. Tamara “Tami” Patzer talks with Kristen Conti, a seasoned real estate broker and owner of Peacock Premier Properties in Englewood, Florida. Kristen has over 31 years of experience navigating the ever-evolving real estate landscape, and …

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every a…

Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses. She finds fulfillment in helping entrepreneur…

Construction Executives Live Learn from passionate and inspiring business coach, trainer, speaker and champion of the construction industry – Tom Reber – as he discusses the importance of finding a community to learn and grow with. It can be lonely at the top of any business, but 2024 is the year you say yes to that event, coach, business group or …