Big thanks to @Jill Simonds for having me on the Vision Untethered Podcast!

It was a privilege to share my journey with Keystone Financial Services and how our mission of helping clients align their finances with their life goals has shaped everything we do.

We discussed the lessons learned from building a people-first company, the importance of intentional leadership, and how true wealth goes far beyond numbers.

If you’re passionate about purpose, growth, and creating lasting impact, this episode is for you.