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Wall Street to Main Street: A Vision for Smarter Investing
25th September 2025
Erkko Etula, CEO and co-founder of Brooklyn Investment Group, joins the Legacy Lounge to share his journey from Goldman Sachs to building a firm dedicated to empowering advisors. He reveals how innovation, index investing, and technology are reshaping wealth management and giving advisors back their most valuable asset, time.
Mentorship That Lasts: From Boss to Business Partner to Trusted Advisor
9th June 2025
In this episode of The Legacy Lounge, Deborah Stavis sits down with her longtime mentor, and former boss, Ed Berube to explore what real mentorship looks like.
Unlocking the Power of Private Markets, Thematic Investing, and Long-Term Thinking
12th May 2025
In this episode of the Stavis Wealth Legacy Lounge, Deborah Stavis sits down with Christopher Zook, Founder, Chairman, and CIO of CAZ Investments.
Why Our New CIO is Re-Engineering Investment Strategy
9th April 2025
In this episode of the Legacy Lounge, we sit down with Samir Sinha, CFA®, our new Chief Investment Officer.
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
17th March 2025
In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm.
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
24th February 2025
We welcome Alexandra Whittington to the Legacy Lounge. Alexandra is a a futurist, author, and speaker who helps us navigate the uncertainties of tomorrow.
All You Need to Know About Private Placement Life Insurance (PPLI)
10th February 2025
We welcome Jay Judas, Co-Founder and CEO of Life Insurance Strategies Group, to the Legacy Lounge.
The Legacy Lounge Episode 12: Ed Berube
27th January 2025
We welcome Ed Berube, a performance management consultant and mentor and Executive Member of the Stavis Wealth Advisory Board, to the Legacy Lounge.