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The Admired Advisor Podcast

May 24, 2021

In this episode, Steve talks with Mark Fonville, CEO of Covenant Wealth Advisors in Richmond, Virginia.

In 2010, Mark’s wife Katherine started a wealth management company and in 2018, Mark joined her in the ranks. Since then, they’ve managed to merge without layoffs, revamp their technology, solidify core values,...

May 10, 2021

In this episode, Steve talks with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners. 

Jeffrey is a lifelong learner who thrives in a book or a classroom or surrounded by seasoned professionals. Having grown up around the financial industry, he learned much of what he knows now through osmosis. It’s...