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Articles by Cameron Carlow
Luis Rosa: Addressing Disparities and Inequities in Finance
In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC. Community involvement was an important value in Luis’ family while living in the Dominican Republic.
Andrew Komarow: Financial Independence for Neurodiverse People
On today’s episode of Framework, Jamie and co-host, Ana Trujillo Limon, chat with Andrew Komarow, CEO and Founder of Planning Across the Spectrum. Having been diagnosed with Autism Spectrum Disorder (ASD), Andrew understood firsthand the finance-related challenges those with autism face.
Arlene Moss: Work-Life Balance, Compliance, and Scaling Up
On today’s episode of Framework, Jamie chats with Arlene Moss, Executive Business Coach at XY Planning Network. Before working with XY, Arlene had forays into marketing, sales, and programming. Executive business coaching was a natural evolution that allowed her to roll up all of her skills and experience for the benefit of her clients. Arlene finds fulfillment in helping financial planners find solutions for their clients and watching them prosper.
Dr. Anthony Chan: Creating an Impact through Public Speaking
On today’s episode of Framework, Jamie chats with Dr. Anthony Chan, the former chief economist at JPMorgan Wealth Management. During his nearly 40 years of financial industry experience, Dr. Chan has done his time on Wall Street, worked with the Federal Reserve, and dug deeper as an economic researcher. Aside from building his legacy with Skyhook Foundation, he now spends his time as a public speaker and talks about the global economy and financial markets around the world.
Darla Mercado: Conscientious Financial Journalism for Advisors
On today’s episode of Framework, Jamie chats with Darla Mercado, markets editor for CNBC.com. Darla is a journalist-turned-financial planner who covered the financial advisor industry as a journalist before becoming a markets editor. She’s co-authored articles on financial planning, retirement, taxes, and many more aimed at financial advisors. When outside the newsroom, she stays busy cycling, swimming, running, or competing in triathlons.
Ksenia Yudina: Fintech for Resilience and Inclusion
On today’s episode of Framework, Jamie chats with Ksenia Yudina, CEO and founder of UNest. Growing up in Russia, Ksenia had a pre-planned path: to study and to eventually work for her parent’s company. However, Ksenia had something else in mind and she wanted to be self-sufficient and independent. Once she moved to the US, she immediately got a degree, a CFA designation, and made a name for herself. Ksenia has more than a decade of experience and expertise in the financial industry.
Madeline Parra: Taking a Startup From 0 to 1
In today’s episode of Framework, Jamie talks with Madeline Parra, a startup founder and candidate for U.S. Congress in North Carolina’s 10th District. After a stint as the “iPad girl” at pharmaceutical giant GSK, Madeline and a partner started Twizoo, an app designed to aggregate reviews from social media sites. Following Twizoo’s acquisition by Skyscanner, Madeline and her team founded Purple Dot, an ecommerce platform for fashion retailers that promotes sustainability.
Leveraging Your Strengths and Seizing Opportunities with Michael Kitces
In today’s episode of Framework, Jamie talks with Michael Kitces, the Head of Planning at Buckingham Wealth Partners and the founder of Kitces.com. Michael is a regular contributor to financial planning publications and has co-founded several FinTech companies. When Michael was young, he mowed lawns for people in his neighborhood to earn money.
Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard
In today’s episode of Framework, Jamie talks with Morgen Rochard, the founder of Origin Wealth Advisors, a financial planning firm based in Bee Cave, TX. Morgen is also the host of the Money Owners podcast and is a cryptocurrency enthusiast. Morgen was always interested in numbers. Though she has worked in financial services since 2008, she didn’t become deeply interested in cryptocurrency until she met her husband in 2013.
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