As many of you know, Fred Eisel became Vizo Financial’s president/CEO at the beginning of 2024, following David Brehmer’s retirement. Before transitioning into this new role, Fred served as Vizo Financial’s chief investment officer. After almost a full year of leading Vizo Financial as president/CEO, Jaime and Fred are sitting down this week to take a look back on the successes and challenges of 2024.

They’re discussing:

• Learning opportunities that arose from the transition to president/CEO
• Vizo Finanical’s greatest accomplishments in 2024
• Fred’s leadership style and how that has evolved over his career
• Short-term and long-term goals for the Corporate

As we prepare to close out the year, this episode is a great way to get to know Fred a little bit more and serves as a reminder of all that Vizo  ...