Today, Aaron Ackerman joins the pod to discuss the world of transaction advisory services and the role of interim CFO. His past deals have included companies ranging from start-ups to firms with over $1B in revenue. David and Tyler were honored to sit down and have the opportunity to talk with Aaron and we encourage you to visit the resources below:.
Hannah Schmitt is the founder and owner of The Treasury, Oklahoma City's first female coworking space. Along with her husband, Brian, they set out to create a community for women to focus on themselves and their businesses, but also for learning, engagement and support. To learn more or to become a member, we highly encourage you to check out their website and follow the company on social media.
As we turn the page to a new month, we wanted take a moment and celebrate Full Sail Capital's 5th anniversary. Tyler is joined by the three founding principles, Scott Cravens, Zac Reynolds, and David Stanley, as they discuss the growth, challenges, and stories from the first 5 years as a firm. We encourage you to visit our website and please let us know if we can answer any questions. Enjoy!
Lauren Warkentine is the founder and CEO of William & Lauren, a custom clothing firm focused on capturing your personality and unleashing your confidence. Tyler, along with Katherine Vanlandingham and Scott Cravens, was honored to have Lauren join us on the most recent At The Helm episode as she shared her entrepreneur story.
This week, Tyler is joined by director of operations, Katherine Vanlandingham, and head of marketing, Candace Guy, to discuss the ever-evolving world of financial advisory firms. From Robo's to private RIA's, this episode highlights the features and drawbacks of each and which one may make the most sense for you. Let us know if you have questions!
As we turn the page to another year, many are breathing a sigh of relief in hopes of better market days ahead. While there is still plenty to be concerned about, we are cautiously optimistic about the long-term return environment facing investors in the new year. Zac Reynolds, CIO, and Stacy Murray, Full Sail’s CFP and CPA expert, join Tyler to break it all down and provide insight as we press on. Enjoy!
Happy New Year! Today, Tyler is joined by David Stanley and George Cohlmia, as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but the key is to focus on the things we can control and remained disciplined in our approach. Thank you for joining us today!
We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy year and get to highlight the people who daily contribute to our success. Merry Christmas!
Gary Brooks has been involved with Oklahoma commercial real estate for over 30 years, but the past 5 years may have been the most challenging and trying time of his career. In 2017, Gary and his partner, Charlie Nicholas, acquired the First National building in the heart of Oklahoma City. This 1.1 million square foot high rise built back in 1931 has been completely restored and is once again filled with vibrancy and grandeur. We are so thankful for the time Gary spent with us and the stories he told. If you haven't had the chance to visit, we strongly encourage everyone make time for a stop at the newly renovated First National Center, featuring a hotel, residences, retail and food & beverage.
First National Center
Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves to consider in 2023. We hope you all have a wonderful week. Enjoy!