dsm Wealth: Episode 3 - Aligning Investment with Your Values w/Cathy Adams, Chris Cook & Liz Ulrichson

dsm Wealth: Her Wealth, Her Way - Women Transforming Money and Legacy

On the dsm Wealth Podcast, host Suzanna de Baca explores the powerful shift happening as women earn more, inherit more and increasingly influence how wealth is managed and passed on in the episode “Her Wealth, Her Way: Women Transforming Money and Legacy.” Suzanna is joined by Jana Weiler, estate planning attorney at Dentons Davis Brown; Erica Axiotis, president of the UnityPoint Health Des Moines Foundation; and Michelle Mahoney, CFP®️, senior vice president at CAPTRUST Wealth, who discuss how women are shaping financial decisions within families, philanthropy and long-term legacy planning. The conversation highlights how growing financial influence is changing wealth conversations, emphasizing financial confidence and literacy, intentional legacy planning and aligning wealth with personal values to create meaningful impact for future generations.

dsm Wealth: Epsiode 4 - Giving While Living with Carla Hughes, Mike Deege, and Kristi Knous

In this month’s episode of the dsm Wealth Podcast, “Giving While Living: Making an Impact With Your Money Today,” we explore philanthropy through a more immediate and personal lens. We’ll explore how to think of estate planning and giving not as something reserved for the future but as a powerful tool for creating meaningful change right now, while strengthening the legacy we leave behind. The episode examines how intentional, values-driven giving can enrich both the giver and the community. Joining the discussion are experts Kristi Knous, president of the Community Foundation of Greater Des Moines; Mike Deege, a partner at Wilson Deege Despotovich Riemenschneider and Rittgers; and Carla Hughes, vice president and senior fiduciary trust officer at Bankers Trust. Join us to learn how giving while living can help you create impact, meaning and lasting change starting today. The dsmWealth Podcast is presented by Revol One Financial®.

dsm Wealth: Episode 3 - Aligning Investment with Your Values w/Cathy Adams, Chris Cook & Liz Ulrichson

In this month’s episode of the DSM Wealth Podcast, we ask a powerful question: What if your investments could do more than just perform and also reflect what matters most to you? In “Aligning Your Investing With Your Values,” we explore how values-based investing has evolved over the years, and how this type of strategy can enhance your overall portfolio while creating meaningful impact. Joining the conversation are wealth and investment experts Cathy Adams, senior vice president and leader of the Wealth Management team at Community State Bank; Chris Cook, CPA, CFA, partner and chief investment strategist at Gilbert and Cook Private Wealth Management, and Liz Ulrichson, financial adviser and relationship manager at CAPTRUST. Join us to learn how aligning your investments with your values can help you invest with greater purpose and confidence.

dsm Wealth: Episode Two - Exploring Healthy Conversations for Today's Families with Kimberly Stamatelos, Ashlee Vieregger, and Abby Croll

On this month’s episode of the DSM Wealth Podcast, we explore one of the most important and often delicate elements of personal finance and wealth — how families communicate about money. “Money Talks: Healthy Conversations for Today’s Families,” highlights how open, intentional conversations can align values, reduce conflict, and strengthen both relationships and long-term financial health. Joining the discussion are experts Kimberly Stamatelos, attorney, mediator and author with more than four decades of experience guiding families through complex transitions; Ashlee Vieregger, Senior Lead Advisor at Foster Group who works with ultra-high net worth families across generations; and Abby Croll, tax partner at Eide Bailly specializing in tax and estate planning for high net worth individuals and families. Join us for strategies on communicating more effectively about financial matters.

dsmWealth: Episode One - Exploring Intentional Retirement with Deniz Franke and Jann Freed

In this inaugural episode of the DSM Wealth Podcast, host Suzanna de Baca, a leadership and financial expert, invites listeners to rethink what retirement can be to unlock a more intentional and meaningful next chapter in life. She speaks with nationally recognized private wealth adviser Deniz Franke and author and transition coach Jann Freed, Ph.D., about viewing retirement not as an ending, but as a purposeful new beginning grounded in both financial preparedness and personal fulfillment. Listeners will hear provocative insights on why retirement is far more than money, revealing how purpose, joy, communication, and thoughtful planning can create a richer and more satisfying future.