Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fly swatters out of thrift store finds to leading charitable efforts at Grace Klein Community’s food rescue mission. This discussion dives deep into personal stories, community-focused initiatives, and how Grace found her calling in Birmingham, Alabama—proving that effective change often begins with loving the Earth and living purposefully.
Mike discusses:
The craft of finding purpose in unexpected places
The story of a worm that sparked a vision for impact
Her journey to Grace Klein Community
The miracle of community food rescue efforts
Building relationships beyond traditional financial planning
Ever since she was a little girl, Grace Milligan had a deep passion for the earth. Whether spending endless summer days outside or picking up trash on the playground, she always sought to sustain the planet’s beauty. Today, she is fortunate to do just that as the Sustainability Liaison at Grace Klein Community.
Grace graduated from the University of Lynchburg with a double major in Business Administration and Environmental Sustainability, along with a minor in International Relations. She was a member of the Westover Honors College, served as captain of the women’s soccer team, and was a regional student leader with Campus Outreach.
Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, they discuss how working together and embracing new ways of thinking are changing the financial planning landscape.
Find out how partnerships with innovative platforms like Halo and Asset Map are making financial planning more complete and accessible.
Episode highlights include:
Building unique value through partnerships
Impact of partnerships on client services
Creating personalized financial plans for unique lives
Steve Harlow’s partnership and extending client impact
Benefits of visual financial planning with Asset Map
Tiffany Saunders is the Director of Growth at Ideas by Mike™, LLC, where she plays a key role in driving the company’s expansion and ensuring its long-term success. Her responsibilities include developing strategic growth plans, identifying new market opportunities, and fostering strong relationships with both partners and clients. With an extensive background in growing start-ups, Tiffany brings a wealth of experience to the team, consistently seeking innovative ways to enhance processes and deliver exceptional value. She is passionate about helping partners and clients achieve their financial goals, making her work deeply rewarding.
Originally from a small town in the Northern Neck of Virginia, Tiffany has always been passionate about building and sustaining relationships. This passion led her to a career focused on making a tangible difference in people’s lives and impacting their financial well-being.
Prior to joining Ideas by Mike™, LLC, Tiffany helped grow three start-ups into successful small businesses. Her previous roles include Client Success and Sales Director at ChatterBoss Virtual Assistants, Director of Sales and Client Success at Real Leaders, and Chief Operating Officer at the Clinical Supervision Directory. In these positions, she honed her skills in strategic growth, leadership, team building, and relationship management, which she now leverages to drive innovation and growth at Ideas by Mike.
In her free time, Tiffany enjoys spending time with her two young daughters, Layla and Lily, or traveling with her husband, Michael. She is excited to be part of the dynamic team at Ideas by Mike™ and looks forward to contributing to the firm’s shared success.
Liz Mundey is the Senior Relationship Manager at Ideas by Mike™, LLC, where she plays a vital role in providing exceptional support to clients. Her responsibilities include keeping client accounts up to date, ensuring that information is easily accessible and understandable, and maintaining close connections with clients to ensure their financial plans remain aligned with their evolving lives.
Licensed in general life and insurance, Liz is committed to continuing her education in finance each year. She is particularly passionate about becoming financially literate and building strong relationships with clients, which she considers the most rewarding part of her job.
Originally from Arizona, Liz spent her twenties traveling the country before deciding to settle down, get married, and start a family in her thirties. Today, she has a growing family, including a new puppy named Little Miss Bandita and a second baby on the way—marking her own little piece of the American Dream.
Before joining Ideas by Mike™, Liz worked as a National Trainer for four years, a Licensed Massage Therapist for six years, and a Business Consultant for five years. In each of these roles, she was driven by a desire to make a direct impact on people’s lives.
Now, Liz is incredibly grateful to be part of the financial space, seeing it as a gift that has enriched her life. She is honored to contribute to the team and support clients in a meaningful way. Liz looks forward to connecting with others and continuing to make a positive impact in the financial world.
