Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity?

In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed upcycled fruit into a beloved national brand. Katey shares how intentional planning, family collaboration, and building the right advisory team helped her navigate retail expansion, direct‑to‑consumer pivots, and a high‑visibility moment on Shark Tank.

Key points:

• How fast growth revealed the need for strong financial, legal, and strategic advisors
• Turning food waste into a scalable business model
• Lessons learned from launching and adapting during the pandemic
• The impact of Shark Tank on brand visibility and long‑term planning
• Why confidence, clarity, and family alignment guided major leadership decisions

Resources:

• Kenna, the Produce Princess by Katey Evans

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Katey Evans:

• LinkedIn: Katey Evans
• Facebook: The Frozen Farmer
• Instagram: @thefrozenfarmer
• Website: The Frozen Farmer

About Our Guest:

An entrepreneur, innovator, and Founder of The Frozen Farmer, Katey Evans appeared on the ABC’s critically acclaimed, Emmy-nominated television show “Shark Tank,” landing a $125,000 investment deal from Lori Greiner for her farm creamery business. Katey is passionate about her platform of reducing food waste by sustainably sourcing “upcycled fruit” in The Frozen Farmer’s line of frozen confections. Evans has taken The Frozen Farmer from a small business started at her Sunday supper table to a national brand that is on the shelf in more than 8,000 stores across the U.S. During the pandemic shutdown, Katey launched d2c sales online, shipping into nearly every state in the U.S. in the first week of sales launch. Named Inc. Magazine’s 2023 Most Dynamic Woman in Business, Katey was recently honored on the magazine’s prestigious Female Founders 200 list for starting one of the fastest-growing private companies, as The Frozen Farmer ranked No. 6 on the Inc. 5000 list. Katey is a recipient of the Kroger Innovative Item placement, a Delaware Business Times 40 Under 40 Awards, has earned a $50,000 USDA Value Added Producer Grant for creating a value-added line of sorbet, ice cream and Frobert, and was a panelist for the Global Food Forum with USDA Secretary of Agriculture Sonny Perdue, where she was the only female farmer representing the food production industry. Katey is a member of the Delaware Women’s Workforce Council, aimed to achieve gender equality in the workplace in the First State, and has obtained national certification by the Women’s Business Enterprise National Council (WBENC) for The Frozen Farmer. Katey’s most important role of all is being a mom to her four daughters and teaching them that women can do anything.

For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that extra money could help you check off a major financial goal??

In this episode, Jamie Hopkins and Kate Duffy dive into the psychology behind bonuses and why timing, taxes, and emotions matter more than you think. They share practical strategies to turn windfalls into long-term wins, covering everything from tax withholding and automation to emergency funds, Roth accounts, and 401(k) contributions. Plus, they break down how to approach bonuses at different career stages so you can make the most of every dollar.

Key takeaways:

• Why we view bonus money differently, and how to avoid emotional spending traps
• The truth about bonus tax withholding
• Smart strategies for using bonuses: retirement accounts, 529 plans, charitable giving, and emergency funds
• Career-stage tips from early professionals to executives with equity compensation
• Why planning ahead with an advisor beats making spur-of-the-moment decisions

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather than day-to-day noise.

Why do we feel worried even when the data looks stable? How do rising prices, interest rates, and shifting job conditions influence real-life planning?

In this episode, Jamie Hopkins and Kate Duffy talk with Andrew Davis, CFA, Head of Macroeconomic Research at Bryn Mawr Trust, about inflation trends, labor market shifts, and what the past year reveals about consumer behavior.

They walk through the Fed’s direction, the impact of housing constraints, and how portfolios may evolve as rate cuts move closer. In addition, Andrew explains what investors should watch in 2026 and why staying focused on long-term planning matters more than reacting to news cycles.

Key points:

• How inflation shapes consumer frustration even when headline figures ease
• Why the labor market shows cooling but still signals underlying strength
• How today’s rate environment influences housing decisions and affordability
• What market performance says about earnings growth and diversification
• Why sticking to a clear financial plan helps reduce emotional reactions

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Andrew Davis:

• LinkedIn: Andrew Davis

About our Guest:

Andrew Davis is an investment strategist with more than a decade of experience applying macro insights and portfolio construction principles to help clients make informed decisions in changing conditions. He blends real-time market perspective with a long-term approach, offering guidance that is both thoughtful and actionable.

In his role as Head of Macro Research, he shapes asset allocation views, contributes to the firm’s wide investment strategy, and supports advisor teams with clear, data-focused commentary. His weekly video series, Two the Point, highlights key economic themes for an audience of investors looking for clarity amid constant noise. He has appeared as a guest commentator on CNBC’s Fast Money and has been recognized by the American Bankers Association’s 40 Under 40 in Wealth Management and WealthManagement.com’s Rising Star Award for leadership and innovation.

Andrew earned his MBA with honors from The Wharton School and holds a Master’s in Applied Economics from Johns Hopkins University, along with the CFA designation. His work is grounded in data, shaped by purpose, and focused on insights that build confidence and long-term value.