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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Garrett Sorensen

CEPA , CFP-2 , MBA

Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army,...

ABOUT GARRETT

Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan in 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance,” where he shares his knowledge to help the military community with their financial mission.