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The Admired Advisor Podcast

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...