In this episode, I sat down with Luke Millholland of Vault Wealth Strategies, a Norman Financial Planner and Dave Ramsey SmartVestor Pro in Oklahoma. Here’s what you’ll learn: What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma. The story...
Have you ever left a meeting with your CPA and felt like you expected more direction or recommendations? Have you ever wished there was one place you can go to get your bookkeeping, business planning, and legal headaches solved? Then I’d like to introduce you to...
Where can I find affordable event space, perfect for… …a small wedding? …a business team planning session? ….the perfect photo shoot? Kelsi has a few ideas for you. In this interview, I talk with Kelsi Thompson, the founder of White Moose...
How can I afford to offer my employees health benefits? For small business owners with less than 100 employees it is difficult to get personalized help with employee benefit planning. Ryan is here to change that. In this interview, I talk with Ryan Robbins, a partner...
Why start a Hedge Fund in Oklahoma City? And… ummm… what exactly does a hedge fund do? Anthony explains how smaller closed funds can outperform the larger institutional investors. In this interview, I talk with Anthony McCarty, the founder of Alpha Kairos Asset...
