Preview Mode Links will not work in preview mode

TriFound's Top Three

Oct 22, 2021

Episode 8 introduces yet another player on TriFound's team, our Securities Specalist Jason DeRosa! Jason works out of our Fort Myers office and is our resident expert in securities and trading. If you've ever wondered how TriFound makes decisions and how we keep an eye on the market, this is the episode for you. Jason...

Oct 15, 2021

This week's episode of TriFound's Top Three has a very special guest with our Client Care Specialist, Susan Radziewicz! You've heard from some of our team that you'd meet in a meeting, but this episode takes a look behind the curtain at how TriFound operates. Susan manages our Client Care team, aka the first thing you...

Oct 8, 2021

This week's episode brings us a conversation between Justin and one of TriFound's Senior Financial Advisors, Kyle Redd. After working his way up through Healthcare and the Account Managers, Kyle now meets with TriFound clients on a daily basis and is a major asset to the TriFound team. Listen as Justin and Kyle...

Oct 1, 2021

For this week's episode, Justin sits down with TriFound's Chief Legal Officer, Chico Obande. Subjects range from Chico's impressive number of degrees to the common mistakes people make in their estate planning. If you want to know more about trusts (and you should), this is the episode for you.