Podcasts

Ron Ross is the president and COO of payroll and payments platform Everee.

The convenience of working from home amid COVID accelerated employees desire to grow their families.

Scott Kropf is a principal in the Wealth practice at Buck, an integrated HR and benefits consulting, technology, and administration services firm.

Ramon Looby is the founder of Axxale Communications Group and a former senior director of public policy at the Consumer Data Industry Association. He is also the former president and CEO of the Maryland Bankers Association, and a former senior vice president of Public Policy at Bank of America.

Listening to your employees is good for business, but Gen Z employees feel they’re being ignored and their opinions aren’t valued.

The best financial wellness solutions for employees may be hidden within your current benefits lineup.

“There's going to be a long tail of mental health issues as we come out of the pandemic because the reasons that lead to these mental health increases are still there.”

Chelsea Hodl, CFP, provides concierge level financial planning and analysis for clients as well as partner relations with financial vendors. She has also co-authored a book on financial tips.

Shannon Irwin provides clients with concierge level services as related to the Synergy process for financial planning and portfolio management. She has worked with banks and brokerages in varying capacities over her career.

Renee Schroder works with clients on back office operations at Synergy Financial Group and supports in managing client relationships. She processes client information and manages ongoing client projects.