Randy Moser - Moser Tax & Planning
Caddo Convos
On this episode of Caddo Convos hosted by Buddy Broyles of Blue Mic Studios, we sit down with Randy Moser of Moser Tax & Planning, a CPA who helps individuals and business owners find clarity in some of the most stressful financial situations. From uncovering overlooked deductions to resolving IRS issues and guiding clients through major life transitions, Randy’s approach is simple: ask questions, dig deep, and create peace of mind. If taxes have been weighing on you, this conversation is a reminder that it’s never too late to take control—and the best time to start is now....
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Alex Roe - Dedicated Books
Caddo Convos
Alex Roe, founder of Dedicated Books, pulls back the curtain on why most growing businesses don’t really understand their financials — even when they think they do. Drawing on his background in investment banking and private equity, Alex explains how messy bookkeeping leads to bad decisions, missed growth opportunities, and failed investor conversations. His firm helps business owners transform raw financial data into clear, strategic insights so they can hire smarter, grow faster, and actually keep more of what they earn. Contact: Five Key Takeaways...
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Jake Thompson - Compete Every Day
Caddo Convos
Jake Thompson’s journey—from selling t-shirts out of his trunk to coaching high-growth organizations nationwide—is rooted in one simple idea: stop competing with others and start competing with yourself. In this episode of Caddo Convos hosted by Buddy Broyles, Jake shares how mindset, consistency, and leadership development fuel cultures that scale without losing their soul. Contact: https://www.linkedin.com/in/jakethompsonspeaks/ Five Key Takeaways from the Episode: Competing with yourself beats comparison every time. Jake Thompson emphasizes that sustainable success comes from...
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Janice Greenley - Set2Go Services
Caddo Convos
Moving soon or unsure if you're overpaying on utilities? Janice Greenley of Set2Go Services takes the stress out of comparing and setting up electricity, internet, and phone service—so you get the right setup at the right price, without waiting on hold or guessing what's in fine print. Whether you're in a rush or planning ahead, Janice brings clarity, options, and real savings to homeowners and small businesses across Texas and beyond. Contact: greenley@newpower.biz 5 Key Takeaways Utility concierge for everyday life: Janice helps homeowners and small businesses compare, select, and set up...
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Dale Clark - ProLift Garage Doors West Plano
Caddo Convos
From Army service to corporate leadership to entrepreneurship, Dale Clark’s journey is rooted in solving problems and helping people. As owner of ProLift Garage Doors West Plano, Dale emphasizes education, proactive maintenance, and trust—because your garage door isn’t just convenience, it’s security, curb appeal, and peace of mind. This episode is a must-listen for homeowners, business owners, and entrepreneurs alike. Contact: Top Takeaways: Veteran-Owned & Customer-First: Dale Clark brings military discipline and 24 years of corporate leadership (Cisco Systems) into a...
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Gabriella Grant - Vive in Mexico, Invest in Mexico
Caddo Convos
On this episode of Caddo Convos, Gabriella Grant shares how she helps U.S. buyers discover the power of investing in Mexico—whether for retirement, passive income, vacation living, or reconnecting with their roots. Her company, Vive in Mexico / Invest in Mexico, guides investors step-by-step, offering access to trusted developers, flexible financing options, and properties across Riviera Maya, Mérida, Puebla, Monterrey, and more. Gabriella’s passion is clear: she believes every U.S. household should have the opportunity to own a home in Mexico—and she’s building generational impact...
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Dr. Juli Wilhite - 180 Christian Counseling and Training
Caddo Convos
On this episode of Caddo Convos, Dr. Juli Wilhite of 180 Christian Counseling and Training shares how she transforms families, marriages, and teams through empathy-based communication. With nearly two decades of experience, a groundbreaking temperament assessment approach, and a 95% success rate in high-conflict mediation cases, Dr. Juli brings clarity and hope to the people who need it most. She’s also training the next generation of counselors and launching innovative in-home treatment solutions for adolescents. This conversation shines a light on what happens when communication meets...
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Sophie Nguyen - Paramount Tax and Accounting
Caddo Convos
On this episode of Caddo Convos, Sophie Nguyen shares how Paramount Tax & Accounting goes far beyond simple tax prep. By combining high-level strategy, CFO advisory, and hands-on cleanup work, Sophie and co-owner Tiffany Thien help business owners — especially medical practices — actually keep more of what they earn. From fixing broken books to advanced tax planning for seven-figure earners, their mission is simple: make your business profitable on paper and in real life. Contact: https://paramount.tax/richardson Top 5 Highlights — Sophie Nguyen | Paramount Tax & Accounting More...
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Hayley Rowlands - Caddo Office Reimagined - Frisco Westridge
Caddo Convos
Caddo Office Reimagined is opening its 10th location at Frisco Westridge, strategically positioned at the intersection of Frisco, McKinney, Prosper, and Plano. Building Manager Hayley Rowlands shared how this new space blends hotel-quality soundproof offices, natural-light design, and member-only conference rooms with a culture built on connection, flexibility, and growth. Whether you’re a startup, a solo founder, or a national company entering DFW, Westridge offers a professional footprint and a ready-made community — without the commitment of long-term leases. Contact: Top 5...
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Daniel Turner - Sanctum Inner Wellness
Caddo Convos
Meet Daniel Turner, founder of Sanctum Inner Wellness, where bodywork becomes a journey of transformation. In this Caddo Convos episode hosted by Buddy Broyles of Blue Mic Studios, Daniel shares how he helps clients—especially those in the “sandwich generation”—find balance through intentional, relationship-based care. With personalized Dream and Stone sessions, he creates a safe, restorative space where people reconnect with their bodies and rediscover their peace. Contact: https://www.sanctum.works/ Top 5 Highlights A Bespoke Approach to Healing: Daniel Turner created Sanctum Inner...
info_outlineMeet Lily Linh, the dynamic marketing mind behind Uptown Roofing & Co. In just one year, they’ve grown from backyard dreams to full-blown transformations across North Texas! More than roofers, they’re your go-to team for custom exteriors, heartfelt service, and visual storytelling that resonates. Need a roof inspection? It's free. The peace of mind is priceless.
Based at @CaddoOffice North Richland Hills
Find them on Google, Instagram & Facebook
https://uptownroofers.com/
Caddo Convos Podcast Summary: Featuring Lily Linh of Uptown Roofing & Co.
🎯 5 Key Takeaways for Social Media:
More Than Just Roofing
Uptown Roofing & Co. goes beyond shingles—offering custom exterior renovations like backyard transformations, tailored to each homeowner’s vision.
Service Area & Experience
Officially in business for one year, they’ve served areas from North Hills to Wichita Falls, with roots going back to 2022 in side projects and client work.
Client-First Mentality
Lily emphasized treating customers like family—responding even outside warranty periods and showing up when issues arise, no matter who’s at fault.
Built on Trust & Transparency
Free roof inspections, personalized material selection, and clear communication are part of their no-pressure, homeowner-focused approach.
Visual Branding Powerhouse
As marketing director, Lily drives growth through content creation on Instagram, Facebook, and TikTok—earning 4,000+ recent engagements on social alone.
Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.
https://www.bluemicstudios.com/
Blue Mic Studios is located in Plano at the Mapleshade Location of Caddo Offices Reimagined.