Who's Coming With Us?

I would like to invite you as a guest and listener on a new podcast I’m launching in partnership with dakota called the Dakota Live! Podcast. The goal is to allow our audience to better understand the people behind the process.

I spent the past two decades working in institutional sales, and the best part of my job was always connecting with interesting people and the conversations that followed. On the Dakota Live! Podcast, I will take listeners “in between the lines” of a person to learn how people think and what philosophies guide them.

I also co-host The Twelve Pound Podcast, where I interviewed Dakota Founder and CEO Gui Costin (listen on Spotify, Apple, YouTube) which inspired this new venture.

Past guests also included:

Shaun Tomson , World Champion Surfer and Author of the best-selling books Surfer’s Code and The Code: The Power of “I Will” – listen on Spotify, Apple, YouTube

Solveig Imsdahl , Team USA, Rower (2022 Silver Medalist, Rowing World Championships) – listen on Spotify, Apple, YouTube

I am thrilled our first guest will be Floyd Simpson, CFA, CAIA, CFP of PFM Asset Management . Floyd works with institutional clients to develop and implement Multi-Asset strategies for their portfolios, authors Thought Leadership pieces, and is a voting member of the Outsourced Chief Investment Officer Investment Committee which has oversight of $16.7 Billion Assets Under Management as of June 30, 2022.

Future podcasts will be available on Spotify , 苹果 , 谷歌 , Stitcher , 亚马逊 , YouTube , and all of your favorite podcast platforms.

Would you like to join us?