Financial Services
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Michael Bringhurst (Patriot Home Mortgage)
In this episode, Host Taylor Baker sits down with Mike Bringhurst, co-owner of Patriot Home Mortgage, to discuss how a fast-growing mortgage company scales across dozens of states by prioritizing education, operational foundations, and steady leadership especially in a market that’s constantly shifting. What You’ll Learn Mike’s story reinforces that real scale is built the
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Nimi Natan (Gulf Coast Small Business Lending)
In this episode, Host Jessie Warner sits down with Nimi Natan, President and CEO of Gulf Coast Small Business Lending, to talk about what it takes to build and scale a national lending platform and how entrepreneurs can use SBA-backed financing as a practical path to growth. The conversation centers on disciplined expansion, relationship-driven deal
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Caleb Avery (Tilled)
In this episode, Host Taylor Baker sits down with Caleb Avery, CEO and founder of Tilled, to discuss how embedded payments and PayFac-as-a-Service are changing the way vertical SaaS companies monetize payments and what it takes to build a fast-growing fintech platform while scaling leadership, teams, and life outside the business. What You’ll Learn Caleb’s
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Shane Walker (Qube Money)
In this episode, Host Taylor Baker sits down with Shane Walker, co-founder and CEO of Qube Money, to discuss why traditional budgeting tools often fail and how a “digital cash envelope” approach can help people (and couples) gain clarity, control, and peace with money before they spend it. What You’ll Learn Shane’s story highlights a
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Joseph Child (Presco Management)
In this episode, Host Taylor Baker sits down with Joseph “Joe” Child, CEO and President of Presco Management and a longtime mortgage and real estate financing professional, to discuss how investor-focused lending businesses grow through market cycles and how tools like social media and AI are reshaping the competitive landscape. What You’ll Learn Joe’s core
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Robert Seiden (White Cliff Wealth Management)
In this episode, Host Taylor Baker speaks with Robert “Bob” Seiden, founder of White Cliff Wealth Management, about building a fiduciary advisory practice shaped by resilience, values-driven decision-making, and a focus on retirement planning strategies that help clients make smarter long-term financial choices. What You’ll Learn This episode highlights how long-term success in advisory work
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Michael Meese (Armed Forces Mutual)
In this episode, Host Taylor Baker speaks with Michael Meese, president of Armed Forces Mutual (AAFMAA), about leading and modernizing a mission-driven organization that serves military members and their families. Together, they explore how a legacy financial services brand can adapt to digital expectations, strengthen trust, and stay anchored to its purpose while scaling for
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Jordan Levy (CapSource)
In this episode, host Taylor Baker sits down with Jordan Levy, co-founder and CEO of CapSource, to discuss how higher education and industry can collaborate more effectively to help students build real-world skills, career momentum, and clearer pathways from classroom to work. What You’ll Learn Across the conversation, Jordan emphasizes that technology can accelerate education
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Randy Tate (iFlip)
In this episode, host Taylor Baker sits down with Randy Tate, co-founder and CEO of iFlip, to talk about how everyday investors can use technology to invest more like institutions. Their conversation centers on building a data-driven investing platform that emphasizes transparency, risk management, and long-term wealth creation over speculation. What You’ll Learn Across the