Tom Fields: From Financial Advisor to Fintech Founder | Fintech Startup & AI in Finance

EPISODE · Mar 9, 2026 · 36 MIN

Tom Fields: From Financial Advisor to Fintech Founder | Fintech Startup & AI in Finance

from The Circuit of Success Podcast with Brett Gilliland

In this episode of the Circuit of Success, host Brett Gilliland sits down with entrepreneur Tom Fields, founder and CEO of FYNANCIAL, to discuss his journey from financial advisor to fintech founder. Tom shares how his experience working directly with clients revealed problems within the financial services industry and inspired him to build a technology platform designed to help financial firms better serve their clients.   Tom also dives into the realities of entrepreneurship, including the risks of leaving a stable career, the challenges of building a company from the ground up, and the mindset required to push through difficult seasons. He explains the importance of discipline, daily habits, and the values he lives by, including what he calls the “Five F’s” – faith, family, finances, friends, and fitness. The conversation also explores the rapid rise of artificial intelligence and how it will transform the financial industry. Tom shares why he believes AI, data, and technology platforms will reshape the future of financial services and why entrepreneurs and professionals must learn to adapt quickly in order to stay competitive in a rapidly changing world.   Watch the Full Episode Here!

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Tom Fields: From Financial Advisor to Fintech Founder | Fintech Startup & AI in Finance

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