Kim "Mo" Mahoney

Travis Rose, a retired sniper and now a financial advisor, and Kim 'Mo' Mahoney, a former Marine and fighter pilot turned advisor, share their journeys from military service to civilian life. They discuss how their experiences shaped their teamwork and leadership skills in financial advising. The duo highlights the importance of education and collaboration in exit planning, emphasizing the transition from service to business ownership. Insights on building trusted advisory teams and adapting military strategies for success in finance make this conversation truly engaging.