June 1, 2024 Building a bridge — With Deshawn Peterson Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
May 1, 2024 Standing on the shoulders of giants — With Bryan Simms Bryan Simms is at the forefront of an effort to revive one of the nation’s oldest Black-owned carriers.
April 1, 2024 It started with a book — With Mike Paffhausen Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.
March 1, 2024 Everyone has a money story: Win Havir tells the story that inspires her Win Havir’s family money story inspires her to serve a diverse client base and promote greater representation in the insurance profession.
February 1, 2024 The man with the $50B plan — With Eugene Mitchell Eugene Mitchell discusses his efforts to expand life insurance ownership to create generational wealth in the Black community.