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The Model FA

Apr 27, 2021

Jeremy Burger is the CEO of Merriman Wealth Management, a Registered Investment Advisory firm of motivated people that combine technical expertise with compassion and empathy. Merriman was in a period of rapid growth when Jeremy joined the company in November 2007 as a Wealth Advisor. Two months into his new post in the...


Apr 20, 2021

Brad Swineheart is the Vice President for Channel Marketing and Business Development for White Glove, a marketing company that helps financial advisors succeed in their careers. Like White Glove, Brad is dedicated to providing advisors with successful marketing methods that generate prospects and clients. He is...


Apr 13, 2021

Manish Khatta is the President and Chief Investment Officer of the investment management & strategy firm Potomac Fund Management. Manish initially wanted to become a sports agent, but after working at Potomac while waiting for law school to start, he immediately fell in love with the industry. He began his career with...


Apr 6, 2021

Dr. Travis Parry is the author of the international bestselling book Achieving Balance and founder of the Make Time Institute, a platform he created to help financial professionals and business owners achieve work-life balance. He is also the founder and business consultant for the Family Financial Institute. Travis...