Standard Deviations with Dr. Daniel Crosby

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Derrick Kinney. Derrick Kinney helps people who feel behind with money make more and finally know what to do next. He built one of America’s top financial firms, grew it to $2.5M in recurring revenue, and sold it for nearly 8 figures. Today, as America’s Financial Educator, he shares the simple strategies that help people increase their income, build real wealth and move forward with confidence. He’s been featured on FOX News, CNBC, Yahoo Finance, CNN and The Wall Street Journal—and is the bestselling author of Good Money Revolution.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Ben Carlson. Ben Carlson is Director of Institutional Asset Management at Ritholtz Wealth Management. He is the author of "Organizational Alpha: How to Add Value in Institutional Asset Management." He also runs a blog called A Wealth of Common Sense, which focuses on wealth management, investments, financial markets and investor psychology. Lastly, Ben is co-host of the Animal Spirits Podcast.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. He also serves on the board of the Puerto Rico Pension Reserve Trust. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Megan heads the firm's family office services practice. Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal, The Washington Post and CNBC among others. She regularly blogs at www.thewealthintersection.com and has appeared on numerous podcasts and is a regular weekly commentator on The Money Tree Podcast.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Emily Blue, co-founder of Hue Partners. Emily Blue attended William Jewell College, where she studied mathematics, economics and business. She started her career in the weeds of M&A integration for a large asset manager. She made the transition from asset management to wealth management by joining one of the largest aggregators in the country to lead their valuation efforts. In this role, it became clear to her why she loved numbers - it was the people behind those numbers that mattered most to her. Before starting Hue, she served as Head of Corporate Development at a national multi-family office. When Emily is not working with her clients, she is spending time with her family. Emily serves as the Board Chairwoman for the Girl Scouts of NE KS and NW MO. She also serves on the leadership team of the Community Impact Makers for Newhouse, the oldest domestic violence shelter in Kansas City. Lastly, she is a member of EmpowHER for Big Brothers Big Sisters, a women’s philanthropic group dedicated to mentorship.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Ackermann, Chief Content Officer at Integrated Partners. Matt supports Integrated Partners’ growth by creating content that enlightens, informs and entertains. He loves shining a spotlight on the incredible advisors and leaders at Integrated. He really enjoys leveraging blogs, podcasts and multimedia to highlight the incredible talent at Integrated Partners. He has spent his career coloring inside — and at times outside - the lines with amazing content. Through incredible storytelling, Integrated shares the amazing work that their advisors are doing from coast to coast. He has spent the past 20 years working for various wealth management media outlets to create content that really stands apart. Before joining Integrated in 2020, he was director of multimedia at InvestmentNews, where he was honored with 15 ASPBE awards for digital content creation, including Practice Makeover, a reality series about helping financial advisors jumpstart their business, and a documentary on impact investing that debuted at the United Nations in 2019. Before working at InvestmentNews, Matt worked at Financial Planning, American Banker and the New Jersey Law Journal, where he was honored with the New Jersey Press Association’s “Rookie of the Year'' Award in 1997. Most people would be surprised to discover that Matt has coached semi-pro baseball for the past 25 years, accumulating over 600 wins, three New Jersey state titles, and the 2019 Metropolitan Baseball League Title. When he’s not coaching baseball, he is spending time with his wife Marisa, who is a counseling director at Verona High School, and their two sons, CJ and Ryan.