John Greathouse, Professor of Practice at UCSB and renowned Santa Barbara entrepreneur sat for a conversation about teaching, writing, and coaching.
Make Your Money Last a Lifetime – Kevin Bourke, CFP
Kevin Bourke, CFP, founder of Bourke Wealth Management and Author, talked with Mark & Patrick about his practice and his approach to managing finances.
The Portrait Project 100K – David Kafer, Photographer
David Kafer, the force behind the Portrait Project 100K, met with Mark and Patrick to talk about the project and his passion for the people he photographs.
Funding Social Change – Elena Richardson – Fund for Santa Barbara
Elena Richardson, Director of Grantmaking, at the Fund for Santa Barbara, sat with Mark and Patrick to talk about the progressive movement in the region
Storytelling and Financial Planning
Professor Harry Starn Jr, MS, CFA, CFP helped educate Mark and Patrick on how teaching Financial Planners has changed and incorporated storytelling.
Let’s Talk About It – Stephen Miles
Stephen Miles, criminal defense attorney, and part-time Santa Barbara resident spoke with Mark about his legal career in Baltimore, his other home.
Unite to Light – Megan Birney
Megan Birney, the CEO of Unite to Light, talked with Mark and Patrick about the mission of the project and the big goals she has for the organization.
Protecting Your Future
Ray Clem, one of the members of Tolman & Wiker Insurance Services, sat with Mark and Patrick to put a human face and plain talk to the sometimes complex topic of business insurance.
Take the Go – Ensemble Theater’s Jill Seltzer
Jill Seltzer, the new Managing Director of the Ensemble Theater at the New Vic met with Mark and Patrick to talk about the organization and the theater
What’s your Brand Personality?
Pia Dorer, Co-Founder, and Managing Partner at Orange Identity, sat with Mark and Patrick to talk about brand strategy and design, her professional passions