Episodes

  • #26. Jason Potts, Founder and CEO at Lifetime Wealth Management
    May 13 2025

    Generational wealth isn’t luck—it’s strategy.


    In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative.

    🎙️ Key topics:

    • Building and evolving a wealth management firm from the ground up
    • Strategies for managing generational wealth
    • The role of adaptability and mindset in long-term success
    • How AI and technology are shaping the future of financial services

    Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.


    00:00 Introduction and Special Location

    00:55 Event Overview: EWTC Annual Meeting

    01:25 Special Guests Introduction

    01:55 Jason's Journey: Lifetime Wealth Services

    02:54 Tim's Career Highlights

    05:25 The Importance of Mentorship

    10:07 Navigating Financial Services

    12:16 Entrepreneurial Challenges and Successes

    23:48 Technology in Wealth Management

    25:36 Outsourcing and Cybersecurity Management

    26:22 The Reality of Cyber Threats

    27:36 The Business of Hacking

    28:37 Client Security and Trust

    29:57 The Role of AI in Financial Services

    32:55 Navigating Market Volatility

    37:29 Work-Life Balance and Remote Work

    39:17 Leadership and Business Growth

    43:17 Generational Wealth and Financial Services

    46:48 Conclusion and Final Thoughts

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    57 mins
  • #25. Robby Gulri, Field CTO At Rapidscale
    Apr 8 2025

    In this episode, hosts Josh Lowrey and Richard Rodriguez are live from the Daniel Energy Partners Thrive Conference at Daikin Park. They’re joined by Robby Gulri, Head of Channel and CTO at RapidScale. Robby shares his inspiring journey—from learning English by listening to baseball announcers to becoming a key leader in technology integration.

    Key topics include the evolving role of CIOs, data management, cybersecurity, cloud computing, and the growing impact of AI across industries. Robby also discusses RapidScale’s customer-centric approach and emphasizes the importance of aligning IT strategy with business outcomes.


    00:28 Minute Maid Park Renaming Story

    01:09 Dinner Anecdote and Guest Introduction

    02:58 Guest's Background and Career Journey

    05:13 The Role of Technology in Business

    11:17 Data and AI in Modern Business

    23:08 Cybersecurity and Multi-Cloud Strategies

    26:02 AI Tools: The Double-Edged Sword

    26:32 Coolest AI Implementations in Business

    29:13 The Iceberg Analogy: Understanding AI Deployment

    33:20 The Importance of Security and Resiliency

    39:06 Data-Driven Decision Making

    42:30 The Legacy and Vision of Rapid Scale

    45:34 Final Thoughts and Reflections

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    54 mins
  • #24. Ken Mills, President at Intelisys
    Apr 1 2025

    Welcome to another episode of the IT Crowd Podcast!Join hosts Josh Lowry and Richard Rodriguez live from the Daniel Energy Partners Thrive Conference in Houston, Texas, as they sit down with Ken Mills, President of Intelisys.In this episode, we explore:

    • The critical role of Intelisys in the technology and oil & gas industries
    • How AI deployment and intelligent partnerships are shaping the future
    • Ken’s unique insights on predictive technology and real-world problem-solving
    • The game-changing innovations pushing boundaries in energy and tech

    Don’t miss it—tune in now!

    00:00 Introduction and Conference Overview

    01:52 Special Guest Introduction: Ken Mills

    04:15 Ken Mills' Background and Career Journey

    07:59 Intelisys and the Technology Ecosystem

    14:09 Challenges and Opportunities in Oil and Gas Technology

    18:51 Customer Engagement and Technology Adoption

    24:16 Evaluating New Technologies

    25:26 Unexpected Success with Titanium Payments

    27:31 RapidScale and AI Solutions

    31:30 Federated AI and Industry Applications

    41:06 The Role of Trusted Advisors

    44:14 Conclusion and Future Events

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    50 mins
  • #23. Molly Determan, President of Energy Workforce & Technology Council (EWTC)
    Mar 13 2025

    Join hosts Josh Lowry and Richard Rodriguez for an exciting episode of The IT Crowd Podcast, recorded live at the Daniel Energy Partners Thrive Conference in Houston, Texas. Special guests Molly Determan, President of Energy Workforce & Technology Council (EWTC), and Andy McDowell, President of Upright Digital, join the conversation.

    They discuss the significance of the fifth annual DEP event, the role of EWTC in representing 650,000 oil and gas workers, and the impressive logistics behind the event. They also reveal exciting details about the upcoming EWTC Annual Meeting, featuring notable speakers like Cody Campbell, the involvement of major industry players, and the groundbreaking partnership with Upright Digital for the welcome reception at the exclusive Cowboys Club in Frisco, Texas.

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    41 mins
  • #22 Lee Payne, Director Of Sales, Cold Bore Technology
    Mar 4 2025

    Hosts Josh Lowrey and Richard Rodriguez bring you another engaging episode with Director Of Sales, Lee Payne, Where they discuss friendship, Growth and emerging technology in the industry!

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    1 hr and 8 mins
  • #21 Steven Ko, CEO of Rivitt
    Feb 26 2025

    Hosts Josh Lowrey and Richard Rodriguez bring you another engaging episode with CEO Steven Ko of Rivitt, Where they discuss emerging technology in the industry

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    1 hr and 16 mins
  • #20 - Trevor Nimegeers, iTrak 365, & Nick Saban, Microsoft
    Dec 3 2024

    In another special episode of The IT Crowd Podcast, recorded live at the 2024 Daniel Energy Partners Permian Basin BBQ Cookoff in Midland, Texas, host Richard Rodriguez and guest host Raquel Brandon of RapidScale are joined by Nick Saban, Enterprise Account Director at Microsoft, and Trevor Nimegeers, Founder and CEO of iTrak 365.

    The conversation covers the transformative role of technology in the energy sector, from enhancing field operations with seamless digital workflows to the integration of AI and data-driven insights. Trevor shares how iTrak 365 helps companies connect frontline teams to critical processes, while Nick highlights Microsoft’s contributions to innovation, emphasizing the value of collaboration and tools like Dataverse and Copilot. Together, they discuss how technology is driving efficiency, improving safety, and overcoming industry hurdles.

    Tune in for a compelling discussion on the intersection of technology, teamwork, and progress in the energy industry!

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    32 mins
  • #19 - Ryan Dawson, Corva, & Dr. Matthias Gatzen, Baker Hughes
    Nov 27 2024

    Hosts Josh Lowrey and Richard Rodriguez bring you another engaging episode recorded live at Corva’s Corvacon 2024, featuring Ryan Dawson, CEO of Corva, and Dr. Matthias Gatzen, Executive Director of Digital Business at Baker Hughes.

    Together, they explore how Corva and Baker Hughes are leveraging cutting-edge AI and machine learning to revolutionize energy operations, empower field teams, and deliver scalable solutions tailored to diverse challenges across geographies.

    Discover how dynamic partnerships drive innovation in the energy sector, the importance of adaptability in a rapidly changing industry, and the exciting potential of integrating technology and creativity.

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    41 mins