Episodes

In this episode of the Premier Path Podcast, Patrick York sits down with Michael Wilbur, Executive Vice President of the North American Association of Floor Covering Distributors (NAFCD), to discuss what it takes to build a business that lasts. They explore the unique passion and relationships that define the floor covering distribution industry, the importance of creating space to work on the business rather than just in it, and why connecting with peers can provide invaluable perspective for ...

In this episode, Derek Wittjohann sits down with Hans Dekker, President of the Community Foundation of New Jersey, for a conversation about making philanthropy more intentional, strategic, and meaningful. Hans shares his perspective on donor-advised funds, how they compare to private foundations, and the role thoughtful planning can play in aligning charitable giving with a family’s financial goals. But the conversation goes well beyond the numbers. Derek and Hans explore how families can ident...

In this episode of the Premier Path Podcast, Michael Lehman sits down with Scott Mashuda, Founder and Managing Director of REAG, an investment banking and advisory firm specializing in mergers and acquisitions, business valuation, and transition planning, to discuss what business owners should know long before they are ready to sell. Michael and Scott explore how businesses are valued, what buyers are really looking for, and why purchase price is only one piece of a successful transaction. They...

In this episode of the Premier Path Podcast, Mike Lehman sits down with Duane Liedl, Director and Senior Portfolio Manager at BlackRock, to discuss the evolving fixed income landscape and why bonds may once again play a critical role in investors' portfolios. Together, they explore today's interest rate environment, the Federal Reserve's outlook, managing bond risk, the value of active fixed income management, and how customized bond portfolios can help preserve capital while generating income....

In this episode, Derek Wittjohann, COO of Premier Path Wealth Partners, sits down with Christin Cardone McClave, advisor at Legacy Capitals and former COO and CHRO of CARDONE Industries, a third-generation family enterprise with more than $1.2 billion in revenue and 5,000 employees. As both a family shareholder and senior executive, Christin played a key role in guiding the company through generational leadership transitions, organizational transformation, and ultimately a successful acquisition...

In this episode, Michael Lehman of Premier Path sits down with Gary Fisch, founder of Gary’s Wine and Marketplace, to discuss his nearly 40-year journey building one of New Jersey’s most respected retail brands. Gary shares how he started with a small store in 1987 and grew it into a nationally recognized name in wine retail through grit, timing, and a relentless focus on customer experience. They explore the realities of entrepreneurship, navigating economic downturns, expanding into Napa Vall...

In this episode of the Premier Path Podcast, CEO Michael Lehman sits down with CIO Brian Glenn to explore what it really means to put investment philosophy into action. Brian walks through his role as Chief Investment Officer at Premier Path Wealth Partners, explaining how client goals, liquidity needs, and long-term outcomes shape every decision. They discuss key topics including public vs. private markets, the role of alternatives, active and passive investing, direct indexing for tax efficie...

In this episode of the Premier Path Podcast, Brian Glenn, Private Wealth Advisor and CIO, sits down with Jessica Walker—entrepreneur, business leader, and founder of the J Walker Salon Group. Jessica shares how she built a multi-location beauty and wellness business starting at just 19 years old, along with lessons on leadership, resilience, and growing a business through both opportunities and challenges. The conversation also explores the importance of mentorship, community involvement, and bu...

In this episode of the Premier Path Podcast, COO Derek Wittjohann sits down with Leslie Norman, Chief Technology Officer at Dynasty, to discuss how technology strategy and innovation are shaping the future of independent financial advisors. Leslie shares insights from her role leading Product and Engineering, Information Technology, Cyber Security, and Technology Services across the Dynasty Network, and how her teams help advisors get the most from their technology stack. Drawing on her experien...

On this episode of The Premier Path Podcast, host and Premier Path Wealth Partners CEO Michael Lehman sits down with Dr. Richard Orlando, founder of Legacy Capitals and one of the nation’s leading voices in legacy and multigenerational planning. For more than twenty-five years, Dr. Orlando has advised high and ultra-high-net-worth families—around both boardroom tables and kitchen tables—helping them align wealth with family values, prepare heirs, and plan across generations. Prior to founding Le...

In our debut episode of the Premier Path Podcast, CEO Michael Lehman and COO Derek Wittjohann pull back the curtain on who we are, how we began, and the bold decision to break away from a wirehouse to build an independent firm built around client-first values. Michael and Derek share the story behind Premier Path—why independence matters, what drove the launch, the risks we took, and how our vision for the future shaped the culture we have today. This episode sets the foundation for what this po...