Service Academy Business Mastermind

“Something that has been very beneficial to me was the value of a mentor, in both real estate and the private equity space.” -Neil Hoy, USAFA ‘03 Neil Hoy is an Investor Relations Specialist with VaultCap Partners, a private real estate investment firm that specializes in the acquisition, renovation, and asset management of underperforming multifamily assets in the Dallas, Texas area. VaultCap utilizes its 25 years of combined experience, market knowledge, and extensive professional network to source undervalued multifamily opportunities within high-growth markets. Neil graduated from the United States Air Force Academy and received his MA in International Relations and Affairs from the University of Oklahoma.  In this episode, we discuss: Neil’s real estate investing journey and how he got started with VaultCap The types of value-add deals VaultCap invests in  The firm’s short-term and long-term goals given the current real estate market What Neil has done to improve his capital-raising skills and the strat

“I thought, ‘What if there’s a way to insure the wealth?’ That’s all you want, is to protect future sources of income.” -Scott Tucker, USMA ‘02 Scott Tucker is a former Army Officer, a West Point graduate, and author of four books with unconventional ideas about military retirement, life, and wealth. He is the Founder of US VetWealth, a wealth management firm that offers access to safe investment strategies and helps military retirees create a "Private Pension" for their wealth so that they have more ownership of their assets, increased access to their money whenever they want it, and the ability to profit without additional rules, taxes, and fees. Scott has helped 100+ retiree high-income earners create a flexible and secure retirement with their unique benefits and pensions. In this episode, we discuss: Scott’s journey of transitioning out of the Army, entering into the life insurance business, and finding his niche How Scott’s personal health experiences intertwined with his success as an entrepreneur The

“This is National Estate Planning Awareness Week. If you don’t have any planning in place, I’d encourage you…to meet with an estate planning attorney, understand what your options are, and put something in place sooner rather than later.”-Rodney Hatley, Navy Veteran Rodney Hatley is a former U.S. Navy Judge Advocate General (JAG) and the Founder of Hatley Law Group. As an estate planning attorney, Rodney protects successful individuals and families through estate planning strategies that eliminate taxes and safeguard assets. Hatley Law Group partners with their clients to protect everyone they love and everything they own. In addition to foundational estate planning, they offer advanced strategies to eliminate, or greatly mitigate, estate, generation-skipping transfer (GST), and gift taxes as well as domestic or offshore asset protection trusts. In this episode, we discuss: Rodney’s time as a Navy JAG and his personal experience dealing with his father’s will The different components of an estate plan and ho

“If you can work at the foundation of the problem and understand the nature of the problem… then creating the resolution for the problem is actually really simple.” -Mandy Barbee Lanier, USAFA ‘05 Mandy Barbee Lanier is the Founder and CEO of Palladium Mind, a business through which she facilitates measurable, high-value, personal transformations for her clients. An expert in transformation work, Mandy has led a $39 million P&L at a Fortune 500 Aerospace company, as well as teams, operations, and strategic initiatives in four different commercial industries, the US State Dept, and the US military to achieve shared goals. Mandy earned her M.A. in Economics from Old Dominion University and is a  Distinguished Graduate of the United States Air Force Academy. In this episode, we discuss: Mandy’s struggles with anxiety and depression and how that led to her starting Palladium Mind How Mandy successfully built up her client base for her business What Mandy does to help people figure out the source of their pro

“How do you conceptualize your future and make sure that you're putting your assets to work for you to get to where you want to be? There's the psychological and emotional component to building wealth.” -Thomas Perez, Navy Veteran Thomas Perez is a Financial Advisor with a practice through Northwestern Mutual. A Navy veteran, Tom has 28 years of combined active and reserve service. He began his military career at 18 on active duty as a submarine radioman and Navy diver before transitioning to the Navy Reserve, where he attended The Citadel on his G.I. Bill and earned his commission. He served as a Lieutenant Commander in the Navy Reserve in the Information Warfare Community where he was a leader in cybersecurity, computer network defense, computer network offense, non-kinetic effects, and information technology. In 2020, Tom transitioned into his career as a Financial Advisor.  He provides services in personal financial planning and wealth management, business financial planning and corporate benefits plannin

“I really feel like I’ve built my dream job where I get to meet people, learn, grow, and make money while doing it.” -Justin Nassiri, USNA ‘02 Justin Nassiri is the CEO and Founder of Executive Presence, a fully managed social media service for CEOs and top executives. The company helps top-tier executives boost their visibility, activate their network, and position themselves as thought leaders. After transitioning out of the military and completing graduate school, Justin built and sold two successful companies before starting Executive Presence. He is also the creator and host of the podcast “Beyond the Uniform”, the #1 iTunes-rated podcast for military career transition advice with over 400 episodes. Justin is a graduate of the United States Naval Academy and earned his MBA from Stanford University Graduate School of Business.  In this episode, we discuss: Justin’s journey as an entrepreneur and how he got to where he is now How Justin shifted his perspective on making money and being successful Where th

“The problem that we’re solving here is that 65% of investors don’t have a solid grasp of how their portfolios are performing… I find that to be unacceptable.” -Greg Namrow, Marine Corps Veteran Greg Namrow is the Founder & CEO of TRACTIC, a real estate asset management platform enabling owners, investors, and landlords to assess the real-time performance of their portfolios. He is a passionate and dedicated founder and entrepreneur with a proven track record in launching and scaling successful startups in business, real estate investing, and PropTech. Greg served as an Infantry Officer in the United States Marine Corps, earned his MBA from American University, Kogod School of Business, and his MA in Leadership & Education Studies from the University of San Diego. In this episode, we discuss: How Greg’s strengths helped him in building his property technology platform, TRACTIC The inspiration for TRACTIC based on Greg’s personal experiences with real estate What TRACTIC does and the platform’s ideal

“For me, it’s all about helping others really understand what their brand strategy is so they can be the best that they can be.” -Pete Canalichio, USNA ‘81 Pete Canalichio is a Brand & Licensing Strategist who is on a mission to help brands find the most authentic parts of their story so they can share it with the world. After successful careers in the Navy and global branding, brand expansion, and marketing, Pete realized that his greatest passion was helping brands reach their full potential. He employs proprietary digital guides and knowledge, platform talks, consulting workshops, and tools to inspire, educate, and empower others to achieve all that is possible. In this episode, we discuss: Pete’s’ experience developing tools and courses to help his clients succeed How Pete helps “overcomers” who have not had the opportunity to reflect on branding The importance of defining your purpose, vision, and mission How a personal brand can be impactful in one’s personal and professional life All of the elemen

“Things in the legal career field don’t happen in a vacuum… you’re not doing everything yourself. The lessons of how to build teams and how to maintain teams, as both a leader and a follower, that you learn in the military translate well to the civilian sector.” -Michael Segal, USAFA ‘02 Michael Segal is an attorney and graduate of the UCLA School of Law, with a specialization in Business Law. As a former USAF F-15 Fighter Pilot and current Air Force Reservist, Michael translates the skillsets he learned in complex, dynamic, and high-intensity situations to the legal profession and business environment. His military experience includes leading Airmen in combat as well as peacetime, while also managing billions of dollars in Department of Defense resources. Michael’s litigation practice focuses on commercial litigation. He seeks to help businesses with a broad spectrum of legal issues, including commercial litigation, securities law, private equity, venture capital, and real estate investment. In this episode,

“The most important thing that I can do in the next three to five years is… help as many people as I can develop wealth.” -Keegan Wetzel, USNA ‘13 Keegan Wetzel is a real estate agent and mortgage broker with a passion for helping his clients develop their net worth. Keegan earned a B.S. in Control Systems Engineering from the United States Naval Academy and has eight combined years of experience leading cross-functional teams in a high-tempo environment of military operations and logistics, and hunting net-new logos to build B2B SaaS ARR. While succeeding in his sales career, Keegan began to learn more about real estate investment and how it can help in achieving financial goals. He recently made the jump to work in real estate full-time and is currently building and training his team of agents. In this episode, we discuss: Keegan’s transition out of the military into sales and his more recent transition to do real estate full-time His goals for the next 90 days as he enters his new endeavor How Keegan foun

“Use your network. Consider it as you’re doing interviews with people just to learn more. Those are the industry experts. The longer they’ve been doing it, the better. They have that institutional knowledge outside of the military that they can share. A lot of times, people are really excited to share…people will be excited to share their knowledge on something they’ve been working really hard to build up.”- Jeremy Smith (USNA ‘06) Jeremy Smith is the Vice President of Roadmap Advisors, a mergers and acquisitions advisory firm that helps companies, investors and entrepreneurs grow through highly-targeted, thesis-driven acquisition searches. Jeremy started his career as an officer in the Navy where he deployed to the Baltic Sea, the Horn of Africa, and Iraq. Now, Jeremy is an accomplished financial professional with extensive experience in domestic and cross-border transactions spanning numerous sectors. He has advised and analyzed companies ranging from early-stage startups to multibillion-dollar public compa

“The mentality in entrepreneurial real estate of ‘Well, that’s someone else’s job, that’s someone else’s problem.’ That doesn’t exist in my world. If there is an issue or concern… I need to be involved in every step. That way, I can fill the gaps and tie it all together. That type of mental ownership comes from being a Military Officer.” -Curtis Cullen, USMA ‘09 Curtis Cullen is the Co-Founder and Managing Principal at Convolo Capital, a real estate investment firm that is focused on providing investors with opportunities to invest in Multi-Family value add real estate providing cash flow, tax benefits, and upside appreciation potential. Curtis served in the Army as both an Infantry Officer and Aviation Officer. Upon exiting the Army in 2018, he worked for a real estate data company. After talking with others in his network, he decided to enter into the apartment investing space and started Convolo Capital. Curtis received his MBA in Real Estate and Finance from the UCLA Anderson School of Management. In this

“I wanted more return on my investment and hard work, and I wanted more consistency on those returns. I also wanted to be in more control of my future and lifestyle which is why I entered into this entrepreneurial endeavor. The cannabis industry offers all of this and more.” -Thomas Scuccimarra, USNA ‘82 Thomas Scuccimarra is a graduate of the United States Naval Academy and served 14 years of active duty and 12 years in the reserves in naval cryptology and intelligence. After his military career, he received his MBA in Finance from Pepperdine University’s School of Business and worked in the financial services industry for 25 years. Now, he is pursuing an exciting opportunity in the cannabis industry as he works towards opening his first cannabis dispensary franchise. In this episode, we discuss: Thomas’s motivation for entering the cannabis industry The process of opening a cannabis dispensary franchise The vision Thomas has for this opportunity and where he stands now What lessons Thomas learned in the mi

“The Maguey Exchange is an exchange—an exchange of ideas, an exchange of communication, an exchange of product. Being at the center point of this relationship between producers and buyers, we are able to provide data insights that enable both sides to optimize and simply make better decisions.” -Rob Weir, USMA ‘11 Rob Weir is the Founder and CEO of Maguey Exchange, a supply chain technology platform reshaping the face of production and consumption in the agave spirit industry. Maguey Exchange empowers producers with cutting-edge technology, connects buyers to the tradition and culture of agave spirits, and actively contributes to the environmental production of the agave regions of Mexico. The platform reduces supply chain complexity and integrates with the systems producers already have in place. Rob was inspired to start the Maguey Exchange after a backpacking trip in Mexico. Leaning on his previous experience as an Infantry Officer deployed to Afghanistan and as a management consultant, the Maguey Exchange

“It starts foundationally with planning and understanding how your money is coming in… and then building a long-term plan on how to more efficiently conduct your taxes for this year and moving forward. It really depends on the individual.” -Paul Munch, USNA ‘10 Paul Munch runs his own office through Trust Point Capital Partners, a family office consultancy and investment fund that specializes in tax mitigation strategy. TPC was founded to bring the model of a family office that is typically only accessible to the ultra-high-net-worth to high-net-worth individuals. Through TPC, Paul provides all of the services of a typical family office without the high operating costs. TPC creates its own products to aid in tax mitigation and offers both an active income product and a passive income product. Paul is a 2010 graduate of the United States Naval Academy and received his MBA in Finance and Data Analytics from NYU Stern School of Business. In this episode, we discuss: How Trust Point Capital Partners was created

“The more I worked with different organizations, the more I just saw this need for strategic support. Being able to embed with the leadership team and walk them through that journey…I love it. I was born a planner…so it’s a really good opportunity to wrap that into the work that I do.” - Susan Maly (USAFA ‘03) Susan Maly (USAFA ‘03) is the Founder and CEO of Maly Strategies where she helps small to medium-sized businesses scale and grow as a fractional Chief Strategy Officer. As a seasoned leader serving clients across industries, Susan loves helping people and her passion is transforming ideas into impact. After serving in the U.S. Air Force as an F-16 maintenance officer and speechwriter, Susan spent over a decade at a large Fortune 500 management consulting firm with leadership roles across government and commercial businesses, as well as corporate headquarters.  In this episode, we discuss: What a fractional Chief Strategy Officer does and how Susan became one Why time, focus, and follow-through are the

“We help people act on their dream of starting a nonprofit. With our experience, we guide that dream to reality. For those who have already started a nonprofit, we’ve had success helping people become more compliant, which leads to better fundraising, which leads to growth.” - Vince Lindenmeyer (USMA ‘91) Dr. Vince Lindenmeyer (USMA ‘91) is a retired Army Colonel and currently a Principal of Beacon 4sight Group a registered trade name of CFOUR Foundation LLC, which creates economic growth for equality and justice. Vince served in the Army for 26 years with overseas tours to Korea, Egypt, Qatar, and Iraq earning the Bronze Star Medal. As an educator, Vince has taught face-to-face and distance learning over the past 20 years. He earned a BS in Systems Engineering from West Point, master’s degrees in Logistics Management, Education, and Strategic Studies, and a PhD in Education. Vince actively supports women, veterans, minorities, persons with disabilities, and the formerly incarcerated in starting businesses an

“EveryDoor is our B2B brand where we are coming alongside those large delivery providers and retailers so we can help them…grow their revenue and serve these customers in hard-to-reach markets. EveryDoor is an extension of our company where we take what we do best and we put it in the hands of delivery providers and retailers to make them successful.”  -Todd Waldemar, USNA ‘89 Todd Waldemar is the founder of ChowCall, a 3rd party food delivery business that delivers to military bases and other hard-to-reach markets. He is now scaling his business with the launch of EveryDoor, a B2B brand that partners with large delivery providers and retailers to help serve hard-to-reach customers. After graduating from the United States Naval Academy and serving as a Marine Corps Officer, Todd opened up a restaurant and delivered almost one million orders to military bases over the span of 15 years. This experience led to the creation of ChowCall and EveryDoor. Todd holds an MBA from the University of California, Berkeley.

“We are automating one of the more complex problems out there called prior authorization which, up until now, has not really been touched that much by technology… We’re in a good spot at a good time and having a measurable impact on providers that just want to get care to patients.”  -Ron Wince, USNA ‘88 Ron Wince is the founder and CEO of Myndshft, a prior authorization software company that reduces manual work, eliminates duplication of effort, and shortens preauthorization cycle times so healthcare providers and payers can focus on their patients. A United States Naval Academy graduate and an experienced strategic consultant, Ron’s leadership and industry expertise are helping to fuel the growth of his third startup.  In this episode, we discuss: How prior authorization works in healthcare and where Myndshft comes into play What it was like bringing the software to market and the initial feedback from customers The key drivers that have led to Myndshft’s growth The importance of being hyper-focused on the

“It creates a stickiness and a partnership between our clients and their customers. That’s really what complete offers are there to do: make it easy to sell, make it easy to adopt, and create stickiness with the two businesses that ends up being a longstanding partnership for both companies… that’s the value of a complete offer. It creates the stickiness that you actually need.”  -Shaun McAndrew, USNA ‘93 Shaun McAndrew is the Vice President of Business Development at The Service Design Group, a consultancy specializing in a service design approach to help product groups and service teams build complete offers and harden service packages. She also leads the Women’s Circle at 10X Vets. Before working in business development, Shaun graduated from the United States Naval Academy and had a successful military career that spanned 27 years. She served in numerous leadership capacities during her Navy tenure, including commanding a helicopter squadron, HSM-41, and serving as Commanding Officer of a Navy ROTC unit wh