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The Admired Advisor Podcast

Mar 29, 2021

In this episode, Steve talks with Scott Lucia of Andrews, Lucia Wealth Management about putting clients first, turning challenges into opportunities, and the need for innovative technology when it comes to fast growth.

Scott began his career as an analyst at an investment strategy firm and quickly discovered...

Mar 15, 2021

In this episode, Steve talks with Stephanie Mackara of Charleston Investment Advisors in Charleston, South Carolina. 

Stephanie’s path to advisory is unique. After starting an investment management firm and moving to South Carolina to escape the Philadelphia winters, Stephanie started looking for people to work with....

Mar 1, 2021

In this episode, Steve talks with Chris Winkler of Legacy Advisors Private Wealth Management in Chesterton, Indiana. 

Watching his single mother work several jobs just to make ends meet, Chris always understood that those who work hard don’t always have access to the financial advising they need. So after a healthy...