n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
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n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone
Whiskey&WealthTech
22 minutes
1 year ago
WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone
In this episode of Whiskey&WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the intersections of business innovation, purpose-driven leadership, and the evolving landscape of wealth management. In this special episode we sit down with Dave and Trina Stone, the visionary founders of First Rate, for an insightful conversation spanning from the origins of their company to its enduring legacy.Join Alex, Dave, and Trina as they sip on Mexican ...
Whiskey&WealthTech
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
