MSUWMA Podcast

Stefan is a lead advisor and is the President and CEO of Blankinship & Foster Wealth, located in Carlsbad CA. He is an alumnus of San Diego State University and has been part of the wealth management industry for over 20 years. Stefan is a CFP and is involved with several industry organizations including the FPA. He has also served on volunteer committees for several local organizations, including the YMCA, KPBS, and the United Way. Company Website: https://www.bfadvisors.com/ Linkedin: https://www.linkedin.com/in/stefan-prvanov-cfp%C2%AE-a6992336/ WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Jeffrey joined Clarkston in 2021 to manage private client relationships within the firm. Before joining Clarkston, Jeff was a portfolio manager and founding partner of Ironwood Investment Counsel, LLC, senior portfolio manager with Bank of America Private Bank, and manager in the Private Client Services division of Arthur Andersen, [LP. Jeffrey holds a Master of Taxation from Arizona State University and a Bachelor of Arts, Accounting from Michigan State University. Linkedin: https://www.linkedin.com/in/jeffrey-shiffra-cfa-cpa-6722684/ Clarkston Capital: https://www.clarkstoncapital.com/ WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

After Reuben's tenure at Michigan State University, he has gone on to start multiple businesses within the Lansing area. He is the Founding Partner of Washington Avenue Ventures as well as a Partner at Washington Avenue Advisors and Exit Quotient Ventures. Within this episode there is discussion about his first steps in entrepreneurship, the future of the financial advising industry, and ultimately how he created multiple successful organizations. Linkedin: https://www.linkedin.com/in/reuben-levinsohn/ WAA leadership series events, Jenny Feterovich: https://www.waadvisors.com/events Enneagram assessment: https://www.truity.com/test/enneagram-personality-test?ppcga=fixed&gclid=EAIaIQobChMIo-nqj_Og_gIVQgV9Ch2BowJcEAAYASAAEgIodfD_BwE StartupGrind Lansing: https://www.startupgrind.com/lansing/ Flying With Founders: https://instagram.com/flyingwithfounders?igshid=YmMyMTA2M2Y= Washington Avenue Advisors, LLC is a registered investment adviser and all statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance. WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Barry has been in the finance industry for 40 years working at companies like RW Baird and then starting his own business at Capital Markets Consultants in 2002. He works with a variety of wealth management clients offering investment advice to clients. Barry continues to see success with his experience in the industry and his expertise in investing. Linkedin: https://www.linkedin.com/in/barry-mendelson-cima-8776a82/ Company Website: https://www.cmarkc.com/ WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Michael is a Flint Michigan native and attended Kalamazoo College where he played football and studied chemistry graduating in 2009. He then went to start his career as a research lab supervisor and then as a medical sales manager. Michael is now Co-founder, Chief Sales & Relations officer of Traderware, the parent company of a soon-to-be released social platform dedicated to traders called Traderverse. Linkedin: https://www.linkedin.com/in/michael-herman-63540314/ Email: m.herman@traderverse.io Social media: @traderverseio Newsletter: https://traderverse.io/newsletter-sign-up/ WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com     Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Kyla graduated from Michigan State Universities Wealth Management and Financial Planning program in 2022. Today, she works full time for Equanimity Wealth Management. Recently, she was admitted into the Carson Group Next-Gen Coaching program. Kyla plans to enter the financial realm as a Personal Financial Advisor in the near future. Linkedin: https://www.linkedin.com/in/kyla-mabry/ WMA website: http://msuwma.com WMAYouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com    Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Oscar is a recent MSU Alumni who graduated in 2021. He was very involved in numerous student clubs during his time at MSU and served as the director of recruitment for WMA. He now works for Raymond James as a portfolio consultant and is preparing to become a Financial Advisor. Since 2021 Oscar has passed his SIE, Series 66, Series 7, and most recently the CFP Exam. Linkedin: https://www.linkedin.com/in/oscargarner3/ Evans Scholar Foundation: https://wgaesf.org WMA website: http://msuwma.comWMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com   Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Paul graduated from Michigan State University with a degree in economics and has 25 plus years of experience in the finance industry. Paul is a senior manager at RMB Capital where he manages the office in St Joseph, Michigan. Paul shares his journey into wealth management as well as how he serves his client. Linkedin: https://www.linkedin.com/in/paul-joyaux-36984494/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Ashleigh is the Chief Marketing Officer at Pocketnest, a Google- Accelerated Fintech. She did her undergraduate studies at University of Michigan and received her Masters at Wake Forest University in Speech Communication and Rhetoric. Ashleigh has a wide variety of experiences and passions that she incorporates into her marketing strategy at pocketnest. Linkedin: https://www.linkedin.com/in/ashleighcraven/ Pocketnest: https://www.pocketnest.com WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

Paul is an MSU alumni where he received his undergraduate as well as his MBA. Today he is the co-founder of ISTO Advisors where he combines his passion for helping others with his expertise in financial planning and tax strategy. Linkedin: https://www.linkedin.com/in/paul-e-housey-cpa-cfp%C2%AE-clu%C2%AE-400729a/ Company Website: https://www.istoadvisors.com/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Tory Lanez - Color Violet https://www.youtube.com/watch?v=07fhkAoCnig

On this weeks episode we had Josh, a former MSU Basketball player and captain who came in as a McDonald’s All American 5 star recruit. During his time at MSU he scored over 1000 career points and averaged 10.1 points per game. He also received awards for MSU Co-Best Defensive Player in 2017-18 season as well as the Stephen G. Scores Inspirational Player Award in the 2018-19 season. Stay tuned to hear about Josh’s story of overcoming adversity with success in his career. WMA's Handles Website: http://msuwma.com YouTube: https://www.youtube.com/channel/UCT-e... Contact: msuwma@gmail.com Josh's Handles Linked In: https://www.linkedin.com/in/joshua-langford/ Instagram: @mbp_msu and @Kingdomthinker7 Email: langfo36@msu.edu Song Credits: Ganja- Epidemic Sound

This week we had the pleasure of chatting with Jessica Willis. Willis is a financial advisor and owner of Pocketnest, a platform to help coach the next generation of advisors, millennials and gen-zers alike. Stay tuned as we dive into how she started and how it's going as well as some awesome advice for our fellow listeners.  Jessica's Links ------------- Company website: https://www.pocketnest.com/about-us Linked in: https://www.linkedin.com/in/jess-willis  WMA --------------  Website: http://msuwma.com  YouTube: https://www.youtube.com/channel/UCT-e... Contact: msuwma@gmail.com SONG CREDITS: Strending Kids - Epidemic Sound

Dominique Henderson is amongst the top 100 advisors whom proudly founded and manages his business, DJH Capital. He shares with us his experience as not only an advisor, but through the lens of a financial coach. Stay tuned as you learn the dynamics Henderson shares with us to create a financially adept future. If you enjoyed this week's segment, check us out on our socials for more!   Dominique's Links ---------------------  Business: https://djh-capital.com/  Youtube channel: https://www.youtube.com/c/JumpstartYOUniversity/about  Linked In: https://www.linkedin.com/in/domhendersonsr   WMA---------------------------------  WMA website: http://msuwma.com  WMA YouTube: https://www.youtube.com/channel/UCT-e...  Contact: msuwma@gmail.com   SONG CREDITS: Ganja - Epidemic Sound

David Wakefield is a Michigan State alumni and former member of the MSU Wealth Management Association. We have a splendid chat about. post under grad life, Law school and Estate planning, his words for future young leaders and much more.   David's Website:  http://saynotoprobate.com WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-e... Contact: msuwma@gmail.com Song Credits: Qeeo - Longing For You - https://www.epidemicsound.com/music/search/?term=longing%20for%20you 

Dr. Julie Ragatz is the Vice President and director of next gen & advisor development program at Carson Group. She is received her bachelor’s degree at University of St. Thomas, Master’s degree at Marquette University, and PhD degree at Temple University. Julie has a strong passion for helping young professionals learn and find their path in the financial services industry. Linkedin: https://www.linkedin.com/in/julie-ragatz-ph-d-2a40b826/ Company Website: https://www.carsongroup.com/insights/blog/team-members/julie-ragatz/ Finserv foundation: https://finservfoundation.org/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Paul is the founder of TAMMA Capital in the greater Detroit area. He is a Certified Financial Planner, ChFC, CRPS, and Enrolled Agent with the IRS. Paul received his undergraduate degree at Adrian College and his Masters from University of Findlay. He is also the host of the Emotional Balance Sheet Podcast. Linkedin: https://www.linkedin.com/in/paulfennercfp/  Company Website: https://tammacapital.com/  WMA website: http://msuwma.com    WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ    Contact: msuwma@gmail.com    Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Ron is the CEO and Co-Founder of Lifeworks Advisors, a small RIA Firm in Grand Rapids Michigan. Ron has over 10 years of experience in the Financial Advising industry, working 8+ years at Northwestern Mutual and now over 5 years at Lifeworks. Ron is also the founder of the Ella Bullis Foundation, a nonprofit organization to help and support families impacted by premature birth and infant loss. Company Website: https://lifeworksadvisors.com/ Linkedin: https://www.linkedin.com/in/ronbullis/ Book Recommendations: "7 habits of highly effective people" by: Stephen Covey, "Mastery" by: Robert Greene, "Essentialism" by: Greg McKeown WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Hannah is a recent 2022 Michigan State Alumni and a former MSU WMA Podcast host. Hannah is now working at Vanguard in their Financial Advisor Development program. She is also studying to earn her Series 7 and 66 licenses and her CFP certification. Linked in: https://www.linkedin.com/in/hannah-lakian-489b18192/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Vincent is a recent 2022 Michigan State Alumni. He is the former MSU WMA Podcast host and former WMA President. Vincent has plans to work for Plante Moran in Ann Arbor and prepare to take his CFP Exam. Linkedin: https://www.linkedin.com/in/vpucillo/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Andy is an award-winning Family Finance Coach. Andy has several years of experience in the Finance and Marketing Industry and has his own company called Hill Media. He is the host of the top-rated podcast "Marriage Kids and Money" where he gives young families advice, he wished he received. Andy is an MSU Alumni receiving his bachelor’s degree in media and Telecommunications in 2004. Company Website: https://marriagekidsandmoney.com/about/ Linkedin: https://www.linkedin.com/in/andyhillmkm/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Red Hot Chili Peppers - Snow (Hey Oh) https://www.youtube.com/watch?v=4iepT_0xpb0