61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest

Torie Happe (connect with her on LinkedIn) is taking a seat in the suite with us on this inspirational episode! She's head of Business Development for Onramp Invest, a crypto asset integration platform for financial advisors, started in August 2021. You'll also recognize Torie as the cohost of TacoTech with Johnny Sandquist, a podcast where two friends talk about fintech trends in the wealth management industry and tacos 🌮.

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60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services

We’re so thrilled to welcome Courtney McQuade in tonight’s episode. Courtney is a social media strategist and independent consultant for Citywire USA. With over a decade of experience, she provides…

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45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth

We’re thrilled to welcome Penny Phillips In The Suite. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and…

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In the Suite Podcast Ep 4: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® – CEO of Blue Ocean Global Wealth

On a cold afternoon in early March, I headed five hours south to meet Marguerita M. Cheng, CFP®, RICP®, CEO of Blue Ocean Global Wealth, a registered investment advisor (RIA)…

Continue Reading In the Suite Podcast Ep 4: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® – CEO of Blue Ocean Global Wealth