Wes Nee is a values-driven investment and philanthropy leader whose work focuses on creating long-term community impact through strategic capital deployment, education support, and sustainable partnerships. Drawing from his background in coaching, mentorship, and business, he emphasizes character, curiosity, alignment, and relationship-building as the foundation for both effective leadership and successful investing.

Noah is the president of Capital Fund One, a leading private real estate lending firm he helped launch in the wake of the 2008 financial crisis. Starting in land development before the market downturn, he pivoted into lending and has since helped grow the company into a large-scale operation, funding billions in loans with a focus on steady returns and disciplined underwriting. Beyond business, he emphasizes leadership through integrity, consistent effort, and giving back, using his platform to mentor others and invest in community impact.

Brad Casper is the CEO and co-founder of Heart & Soul Marketing, a Phoenix-based purpose-driven agency, with a long executive background at companies like Procter & Gamble, Dial Corporation, and the Phoenix Suns. He is known for leading with strong values, emphasizing “capitalism wrapped in kindness,” and building a culture centered on respect, transparency, and meaningful relationships. His leadership philosophy is deeply shaped by his upbringing, faith, and a commitment to resilience, purpose, and people-first business practices.

Dan Clark is a real estate leader with over 30 years of experience in multifamily and commercial development, currently working with Three Leaf Partners, where he focuses on creating impactful, community-centered housing. His leadership is rooted in servant leadership, emphasizing integrity, collaboration, and putting people first, both in how he develops properties and how he mentors others. With a nontraditional path into higher education, he is passionate about guiding younger professionals, encouraging them to build relationships, stay humble, and grow into their careers over time.

Dale Shafer is a financial planner and founder of Life Moves Wealth Management in the Phoenix area who works primarily with entrepreneurs and small business owners, helping them align their finances with their values, long-term goals, and exit strategies. His approach is holistic and purpose-driven, emphasizing cash flow, financial planning, and the connection between money, personal values, and life decisions rather than just investing. He is also passionate about mentoring the next generation of financial professionals and helping people use their resources in meaningful, intentional ways.

This episode features Katie Haydon, CEO of Haydon Companies, who shares how global experience and financial expertise shaped her people-first leadership style and helped her transform her family’s construction business. She emphasizes the importance of resilience, culture-building, and investing in people, showing how strong leadership and internal focus led to rapid growth and long-term success. Ultimately, Katie highlights that true leadership is about creating opportunity for others and building an organization where people are valued and empowered to thrive.

This episode introduces Joseph Heckel and Jon Khayat, partners in a full-service real estate business, who share how they built a thriving company through faith, complementary strengths, and a commitment to people over profit. They highlight the importance of servant leadership, authentic relationships, and maintaining a human-centered approach in an increasingly technology-driven industry. Throughout their story, they emphasize trusting God’s timing, stepping out of comfort zones, and prioritizing purpose, generosity, and integrity as the foundation for lasting success in both business and life.

This episode introduces Dr. Mary Affee, founder of Horizon Integrated Wellness Group, who shares how she overcame significant personal adversity to build a thriving, purpose-driven mental health organization. She highlights her commitment to service, expanding access to care for underserved communities, and integrating innovative approaches like AI and holistic therapy to scale impact. Throughout her story, Dr. Affee emphasizes perseverance, servant leadership, and empowering others as the foundation for meaningful success in both business and life.