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Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.
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Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia
12:06
12:06
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12:06
Summary In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Robert Sofia, the CEO and founder of Snappy Kraken. We discuss Robert's journey in the financial industry and his inspiration for serving advisors, plus explore his first memories of money and how his parents' financial struggles influenced his own relationship …
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Money with My Mom: The Money Chronicles of Tina Powell
17:29
17:29
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17:29
Summary In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Tina Powell, Head of Community at Intention.ly, and dive into her life story and explore her journey through the wealth management industry. Tina shares how growing up with a single mother who worked multiple jobs shaped her understanding of money and the value …
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Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo
14:16
14:16
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14:16
Summary In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. Madalyn shares how Dispatch operates behind the scenes of the tech stack to ensure client data flows smoothly across different platforms. She also discusses her background growing up o…
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What Does Money Smell Like? The Money Chronicles of David Novak
16:41
16:41
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16:41
Summary In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius. David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspect…
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Lessons from my Friend’s Father: The Money Chronicles of William Cerynik
18:49
18:49
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18:49
Summary In this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup. We discuss Amplify's all-in-one wealth management platform and how it was built to address the operational inefficiencies and client needs in the industry not being fulfilled by other vendors…
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“I got scammed before the age of 5” The Money Chronicles of Matt Morris
15:55
15:55
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15:55
Summary In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Matt Morris, the co-founder and CEO of EncorEstate Plans. We discuss Matt's journey into the financial services industry and his passion for helping advisors. Matt shares his first memories of money, including being scammed by his older sister and learning the v…
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Chapter 4: Being Self-Taught and Unpacking Religion’s Impact, with Jess Bost of Alpha Architect
20:46
20:46
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20:46
Forgive them listeners, for our Money Chronicles co-hosts have sinned. In this episode, Johnny Sandquist and Torie Happe sit down with Jess Bost of Alpha Architect and spill the secrets of what they were really thinking when the collection plate landed in their lap at church as a kid. We unpack a lot with Jess as we chat about how our money lessons…
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Chapter 3: The Art of Investing in Technology and Talent, with Corey Westphal, CEO and Founder of Mobile Assistant
28:35
28:35
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28:35
Corey Westphal learned his work ethic at a young age when he discovered that skills (i.e., tennis) could not only fulfill needs, but earn him money, as well. Now as CEO and founder of Mobile Assistant, he combines his tried and true work ethic with his fintech expertise and passion for helping advisors. What started as a father-and-son medical tran…
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Chapter 2: Teaching Money Accountability and Navigating AI in Wealth Management, with Kristen Schmidt of RIA Oasis
38:47
38:47
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Kristen Schmidt has her finger on the pulse on advisors’ and clients’ best interests. She’s seen the industry from the perspective of an operations employee, a client support specialist, an executive level employee running a billion dollar firm, and now curates her insights as a speaker, consultant and technology strategist. The founder of RIA Oasi…
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Chapter 1: Lessons in Financial Responsibility – Alison Susko’s Story
38:58
38:58
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The inaugural episode of Money Chronicles is here! Alison Susko, Vice President of Community and Partnerships at Asset-Map, sits down with Money Chronicles co-hosts Johnny Sandquist and Torie Happe to talk about all things money: her relationship with it, how her parents influenced her relationship with it and more. The three also discuss technolog…
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