Jun 7, 2023
Joseph Milano is the Managing Partner at New South Wealth Management. Joe is originally from Staten Island, NY and he moved to Charlotte, NC where he started his journey with New South Wealth Management. Joe obtained his bachelor’s degree from Villanova University where he developed and established his passion for...
May 16, 2023
Joe Templin is the Human Kaizen Expert, dedicated to making individuals and organizations better. He is the co-founder and President of The Intro Machine, a learning ecosystem and training environment that helps individuals build and grow an introduction-based business. Before co-founding The Intro Machine, Joe served...
May 3, 2023
Jeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicated to helping people learn more—and feel more confident—about their money. He served as a financial advisor at Thrivent Financial for over 20 years before beginning his work at Keil Financial...
Apr 18, 2023
Jarid Beck is the co-founder and Managing Director of Risk Management Advisors, a national firm specializing in the design, implementation, and management of self-insured plans and captive insurance companies. A career specialist in alternative management strategies with a diverse background in insurance, Jarid...
Apr 4, 2023
Mike Metzger is a certified financial planner and the founder of Lifepoint Financial Design, a financial services firm dedicated to helping clients live a more purposeful life through financial planning. Mike–a real estate investor and spouse of a realtor—believes in the potential of real estate as an asset...