Latest Episodes
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EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief...
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EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent...
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EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi,...
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EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom...
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EP 36 – Karl Heckenberg of Emigrant Partners
For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President...
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EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join...