Personal Growth – Dollars and Sense

What Sports Teach Us About Loyalty & Leadership with Delaney Orozco (Ep. 77)

By Dollar$ and $ense | November 26, 2025

How does a kid from Louisiana with a 30-inch vertical jump become a leader in finance and coaching?

Senior Advisor Delaney Orozco joins Nicole Romito for a candid, energizing conversation about the surprising ways competitive volleyball has shaped her personal and professional path.

From the sweltering heat of Southern softball fields to Virginia Tech’s Division I courts, Delaney shares how lessons in teamwork, loyalty, and grit have built the foundation for her success at Private Vista and why coaching young athletes now feels like giving back.

What to expect:

Why volleyball taught her to trust deeply and lead better
How coaching helped her grow as a parent, teammate, and advisor
The surprising way she met her husband on the court
Real talk on time management, community, and staying inspired
And more!

Previous Episodes of Interest:

Connect with Nicole Romito:

Connect with Delaney Orozco:

LinkedIn: Delaney Orozco CFP®

About Our Guest:

Delaney has always had a passion for coaching others. Whether that be in sports or on their financial wellbeing, she loves being someone that people can go to for advice and help through times of adversity or times of joy. Delaney began as a mathematics major at VT and had planned to teach high school calculus and coach volleyball. As a junior, she decided she might want to do something different from teaching. She knew she could always coach as a hobby, but started her search for a career where she could help people with something that always seemed like a struggle for her own family growing up: the concept of money.

Delaney began in the financial services industry in 2015 as an Associate Advisor. Over my career, she has worked on being able to find the intersection of the day-to-day processes of the financial world and the bigger picture, planning to help clients achieve their Private Vista. She also deeply enjoys developing a guide for clients to help them navigate their psychology behind finance and the numbers they see on the page.

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College Admissions: Finding the Perfect Fit for Every Student (Ep. 73)

By Dollar$ and $ense | September 24, 2025

The college admissions journey can feel overwhelming for both students and parents. Between changing requirements, testing debates, and growing pressure to “stand out,” families are often left stressed and uncertain about what truly matters. In this episode of Dollar$ and $ense, Nicole Romito sits down with Mary O’Malley, co-founder of Union Hall Admissions Advising, to bring clarity to this process.

Mary shares how families can shift their focus from chasing prestige to helping students discover who they are and what they want from their education. She explains how early preparation, authentic experiences, and values-based choices can make the admissions process less about checking boxes and more about creating the right fit.

What to expect in this episode:

Why college admissions is about more than getting in, and instead about who you become along the way
The growing role of testing, extracurriculars, and demonstrated interest
How parents can support without overshadowing their child’s journey
Strategies for keeping students grounded and authentic in the application process

Connect with Nicole Romito:

Connect with Mary O’Malley:

About Our Guest:

Mary O’Malley is the co-founder of Union Hall Admissions Advising, an educational consulting firm that helps students and families navigate the high school and college admissions process. With a background in college counseling at the Latin School of Chicago and degrees from Knox College and Northwestern University, Mary brings a compassionate, straightforward approach that empowers students to stay authentic and confident throughout their journey.

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Why Insurance Coverage Matters More Than Ever with Courtney Eber and Tyler Banks (Ep.60)

By Dollar$ and $ense | February 12, 2025

Are you financially prepared for nature’s curveballs?

Nicole Romito sits down with Courtney Eber, Vice President of Alliant Private Client, and Tyler Banks, Executive Vice President of Alliant Client Insurance, to break down the challenges and strategies surrounding personal risk management in the face of climate change. They delve into how extreme weather patterns are changing the landscape of insurance policies and what precautionary steps affluent families can take to safeguard against unexpected losses.

Courtney and Tyler discuss:

The importance of having comprehensive coverage: [00:11:15]
Proactive measures to mitigate risk: [00:05:48]
The impact of climate change on insurance premiums: [00:13:31]
Higher deductibles and self-insurance considerations: [00:15:46]
Navigating liability exposures in our digital age: [00:19:17]
And more