Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise …
Throughout his career, RJ Moore has led some of the largest wealth management firms in the industry through challenging times. He’s held CEO positions at Cetera Financial Group, Legal & General Investment Management America, and ABN AMRO La Salle Bank. He’s also the former president of LPL Financial. But perhaps his biggest challenge came during …
This month, Jamie Hopkins’ new book, “Your Retirement Sketchbook,” co-written by Bonnie Treichel, hits bookstores, and a lot of advisors know Hopkins as a retirement planning expert. Less known is his own personal story, which includes the passing of his father in a job-site accident when he was 8 years old. “This has impacted so …
In 2018, Melissa Caro’s perfectly healthy 72-year-old mother was suddenly diagnosed with stage 4 lung cancer, and within 24 hours she became her sole caregiver, her financial planner, her life coach and her healthcare advocate. At the same time, her 87-year-old stepdad was falling apart and spiraling into dementia, and her husband was in the …
After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with …
For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his …
Ryan Marcus has a passion for helping the wealth management industry better serve the neurodivergent community. He argues that the industry is not serving them in an intentional way. Neurodivergence refers to divergence in mental or neurological function from what is considered typical or normal. It’s frequently used with reference to autistic spectrum disorders. The …
Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character. But earlier this year, Lisa chose to retire early after being diagnosed …
The summer after his freshman year in high school, John Connell went on the Texas Giant rollercoaster in Arlington, Texas, the tallest wooden rollercoaster in the U.S. at that time. John ended up in the hospital, with injuries the doctors weren’t sure he’d recover from. That became an “origination point,” a wake-up call that forever …
After a successful career in the pharmaceutical industry—rising from clinical research to business development and marketing—Paula Nangle took a step back to raise her young children and reflect on what truly mattered. Motivated by her early experiences with money and a desire to make a meaningful impact, she reinvented herself as a Certified Financial Planner, …