Host Matt Rosen sits down with longtime neighbor and friend Kyle Wick, co-founder of 22 One Advisors, to unpack the grit behind building a purpose-driven wealth advisory from the ground up.

Kyle traces his path from small-town Iowa to Dallas—hauling boxes at UPS, managing third-shift sanitation crews in meat-packing plants, repo’ing cars for a farm bank—before betting on himself in a commission-only advisory role. With no network and no safety net, he leveraged discipline, continuous learning, and “champagne moments” (visualizing future wins) to push through rejection and build a practice.

Kyle shares why his firm’s name comes from Proverbs 22:1 (“A good name is more desirable than great riches”) and how that anchors their philosophy: connect what’s on the balance sheet to what’s in the heart. Today, 22 One Advisors manages ~$500M, prioritizing impact over products—helping clients retire with confidence, steward wealth intentionally, and “die with zero regrets.” He also dives into team dynamics with his partners, community commitments (DFW Hawkeyes, Oak Cliff, faith), and a powerful story of guiding a young widow—proof that real impact goes far beyond returns.

Episode Takeaways:
Grit = perseverance with passion over time; survive long enough for progress to compound.
Start from values: character and legacy before tactics and returns (Proverbs 22:1).
Build without a network: tap shared identities (e.g., alumni), tell your “why,” and keep showing up.
Introvert edge: Mastery and preparation create confidence
Impact over products: retire earlier than you think, spend on purpose (“Die With Zero” mindset), and align money with meaning.
Community matters: design clear guardrails for family time and invest in the places you live and serve.
Website: https://www.22oneadvisors.com/team.htm