Financial Services

  • Nate Olsen (BestFit PEO Solutions)

    Nate Olsen (BestFit PEO Solutions)

    In this episode, host Taylor Baker speaks with Nate Olsen, founder of BestFit PEO Solutions and an expert in HR outsourcing and workforce strategy, about how professional employer organizations help businesses streamline operations and scale effectively. The conversation focuses on simplifying HR, improving compliance, and leveraging strategic partnerships to support growth. What You’ll Learn: This

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  • Andrew LeBaron (AndrewLeBaron)

    Andrew LeBaron (AndrewLeBaron)

    In this episode, host Taylor Baker speaks with Andrew LeBaron, founder of AndrewLeBaron.com, a strategist focused on capital raising and helping businesses access funding. The conversation explores Andrew’s journey from banking at JP Morgan to entrepreneurship, and his focus on solving complex financial challenges for growing companies. What You’ll Learn Andrew LeBaron’s story highlights the

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  • Cristina Barrett (Mona Payment Solutions)

    Cristina Barrett (Mona Payment Solutions)

    In this episode, host Taylor Baker speaks with Cristina Alvarez-Barrett, CEO and President of Mona Payment Solutions, about her journey in the payments industry and how she has built a relationship-driven, service-focused fintech business. The conversation centers on growth through partnerships, leadership development, and embracing innovation in a highly competitive space. What You’ll Learn Cristina’s

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  • Dave Maney (The Express Press Inc.)

    Dave Maney (The Express Press Inc.)

    In this episode, host Taylor Baker speaks with Dave Maney, founder and CEO of Express Press Inc., about the evolution of media, thought leadership, and how businesses can effectively build authority through content. The conversation explores Dave’s journey from journalism and finance to building a platform that helps experts showcase their knowledge at scale. What

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  • Matt Remuzzi (CapForge)

    Matt Remuzzi (CapForge)

    In this episode, host Taylor Baker speaks with Matt Remuzzi, owner of CapForge, about building a scalable bookkeeping business and redefining the role of accounting through strong customer service and business-owner empathy. The conversation centers on how understanding client needs and delivering practical financial clarity can drive growth and long-term success. What You’ll Learn Matt

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  • Sam Strasser (Treasure Financial)

    Sam Strasser (Treasure Financial)

    In this episode, host Taylor Baker speaks with Sam Strasser, founder and CEO of Treasure Financial, about building a fintech company focused on optimizing corporate cash and redefining treasury management for small and mid-sized businesses. The conversation centers on financial stewardship, leveraging technology, and building a sustainable business in a rapidly evolving landscape. What You’ll

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  • Kyle Wiggs (UX Wealth Partners)

    Kyle Wiggs (UX Wealth Partners)

    In this episode, host Taylor Baker speaks with Kyle Wiggins, CEO of UX Wealth Partners and founder of RiskDNA, about transforming the financial advisory space through technology, transparency, and advisor-first innovation. The conversation centers on how legacy systems and industry resistance create friction—and how modern, integrated solutions can unlock better outcomes for advisors and their

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  • Tedd Huff (Voalyre)

    Tedd Huff (Voalyre)

    In this episode, host Steven Bunker speaks with Tedd, founder and CEO of Voalyre, a fintech advisory firm, about the evolution of financial technology, the rise of agentic commerce, and how businesses can navigate an increasingly complex payments ecosystem. The conversation centers on how fintech innovation, regulatory dynamics, and AI-driven transactions are reshaping money movement

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  • Ronald Eriksen (Crown Holdings Business Development)

    Ronald Eriksen (Crown Holdings Business Development)

    In this episode, host Jessie Warner speaks with Ronald Eriksen, President of Crown Holdings Business Development, about his journey into franchising and business development, and the principles behind building and scaling successful business ventures. The conversation centers on sales, leadership, and the long-term mindset required to grow sustainable organizations. What You’ll Learn: This conversation highlights

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