Welcome to RIA Collective. Taking the Fear and Mystery out of Going Independent.

Planning Episodes

Learn from the Experience of Others with Dennis Snoozy
Aug. 15, 2022

Learn from the Experience of Others with Dennis Snoozy

Description: In this episode of RIA Collective, Charlie is joined by Dennis Snoozy, Founder and President of SNP Financial Advisors. Throughout his almost 30-year career in financial services, Dennis Snoozy has a lot of hats....

Listen to the Episode
Your Success is in the Planning with Kelly Olczak
July 15, 2022

Your Success is in the Planning with Kelly Olczak

Kelly Olczak, CFP®, Co-Founder, Lynn Leigh and Company, a Registered Investment Advisory Firm Description: Industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology...

Listen to the Episode