XYPN Radio / Financial Freedom (2)

February 26, 2020

Building a Progressive Team Culture

Ep #244: Building a Progressive Team Culture: An Interview with Amy Irvine & Rooted Planning Group

Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridge-Eason. Amy found herself hitting capacity a few years ago—both in terms of sanity and time—so she decided to start laying the foundat …

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February 19, 2020

Mother of Three and Advisor to Forty - The Growth Story of Financial Trex

Ep #243: Mother of Three and Advisor to Forty - The Growth Story of Financial Trex: An Interview with Denise Downey

Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP®, and gained a deep understanding of financial planning. Today s …

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February 12, 2020

From Film Production to a Lifestyle Firm

Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starti …

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February 05, 2020

From Stay-At-Home Dad to Owning Three Businesses

Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to …

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