David Henkel - Wealth and Financial Advisory

David Henkel - Wealth and Financial Advisory

Carter talks with David about his unconventional entry into financial advising during the early 2000s dot-com bust. Listen as David shares how his client-first approach – rooted in strong values, clear communication, and high-quality service – helped his team build a thriving wealth management practice. Beyond his career, David values the flexibility to prioritize family and enjoys leaning into community-building programs.

Colton Cadarette - Event Producer and Consultant

Carter talks with Colton about his prominent role in producing major events, including the Grammys, Super Bowl, F1 Grand Prix races and Presidential visits. Listen as Colton reveals how he honed his skills to excel in creating world-class events, all while maintaining a kindness-first leadership style and calm demeanor under pressure.

Elizabeth McColloch - Author and College RA

Carter talks with Elizabeth about her book "Discover What Matters", inspired by her time and experience as a Resident Assistant (RA) at Boston College. Listen as Elizabeth delivers heartfelt encouragement and practical tips on finding purpose, hope, and love in a success-driven culture while emphasizing how small acts of kindness and intentional living can transform students’ lives.

Greg Regan - Financial & Forensic Accounting

Carter talks with Greg and debunks the myth that Accounting is a boring profession. Listen as Greg shares his career journey, starting at a Big Four accounting firm, pivoting to a fast-paced startup in Palo Alto and ultimately moving into forensic accounting where he takes on the role of “crime scene investigator” in the world of finance.

Mindy Goldman, MD - Medical and Healthcare

Carter talks with Mindy about her path to becoming an Obstetrician and Gynecologist (OB/GYN medical doctor), educator and women's health advocate for cancer survivors and at-risk women. Mindy shares about a profound personal experience that influenced her career trajectory and how – through her love of start-ups – she’s scaling her impact to make a meaningful difference in women's lives.