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The Admired Advisor Podcast

Oct 11, 2021

In this episode, Steve talks with Ryan Brott, Director and CCO at Ellerbrock-Norris Wealth Strategies.

As an advisor, exit planning is a lot about mitigating risks, but three years ago, Ryan took a big risk and jumped out of the corporate world and into his own RIA firm. He knew he could fill existing gaps in the RIA...

Sep 27, 2021

In this episode, Steve talks with Jim Dischert, Founder and CEO of Three Sixty Wealth Management.

Since 1995, Jim has been helping business magnates and wealthy investors secure their future with long-term investment and retirement plans. One of the turning points in Jim’s career was his journey to reassessing who his...

Sep 13, 2021

In this episode, Steve talks with the Managing Partner at Collective Wealth Advisors LLC,  Trey Nelson.

Trey has been a consistent contributor to the financial services industry for nearly 20 years, including a stint as the Vice President and Regional Director of Loring Ward (now Buckingham). His depth of knowledge...

Aug 30, 2021

In this episode, Steve talks with Peter Succoso of Sherpa Financial in Wilmington, Delaware. 

Peter’s worn many hats throughout his four-decade career. He spent his early years primarily in support roles until an opportunity led him straight to consulting. There, Peter discovered his true passion: adding value by...

Aug 16, 2021

In this episode, Steve talks with Chris Gardner, President of FMF&E Wealth Management in Syracuse, New York. 

Chris was fortunate enough to begin his career in the investment space, managing big money at an early age. Eventually,  Chris craved meaning beyond numbers and after a failed business attempt, he moved from...