S3E2 - Jonathan Pliska, Owner of High Knoll Wealth Advisors
Summary
Johnny Pliska of High Knoll Wealth Advisors discusses his transition from corporate finance at Morningstar and Goldman Sachs to founding his own firm in Lexington. He shares how a desire for financial literacy education led him to teach at the University of Kentucky while expanding his practice into retirement planning. The episode also covers the impact of AI on advisory services and the story behind his office’s iconic mural.
Topics discussed
Introduction and Johnny's move from Chicago to Lexington
Corporate career at Morningstar and Goldman Sachs
Accidental start of High Knoll Wealth Advisors
Focus on financial literacy and collaborative advising
Becoming a lecturer at the University of Kentucky
Teaching investment realities and business growth
The story behind the downtown Lexington mural
Impact of AI on financial advising and travel
Love for Lexington community and contact info
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