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Secrets to Scale with Scott Sheffer

Season two of Secrets to Scale is here! Our first guest is Scott Sheffer, CEO of Carnegie Wealth Management, and one of LibertyFi’s first clients. His story is unique because he acquired Carnegie when the original founder was ready to retire. By implementing his vision, he has retained the original clients and added new clients.

Adair Named a Rising Star of Money

We are pleased to announce that Adair Moody Winkler one of LibertyFi’s consultants, has been named one of Birmingham's Rising Stars of Money by the Birmingham Business Journal. This distinction honors the next generation of leaders under the age of 30 in the banking, finance, and wealth management industries.

Trends for 2022

The LibertyFi team is constantly thinking ahead and planning for the future. The trickle-down effect means that the trends we are seeing will not only help us but also the advisors we serve and their clients. Here’s what we see happening over the next 12 months.

Secrets to Scale with Shannon Granahan

On a recent episode of Secrets to Scale, Alli Jordan spoke with Shannon Granahan, Senior Director of Partners at Healthpilot, the company that powers the Envestnet Healthcare Exchange. Healthpilot was created to offer an all-digital solution that simplifies the Medicare enrollment process by saving time and money while helping enhance the client experience.