Planning Episodes

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. From Financial Advisor to Regional Manager, and now with his RIA, Dennis brings a variety of experiences that will benefit advisors thinking about change. Tune into this episode of RIA Collective to learn from an industry vet who has been through it all.

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 career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.