Only Fee-Only

Josh's Bio:

After 8 years in the industry, Josh discovered the RIA community.

He discovered a unique way to network with financial planners - draw them as a cartoon. As he continued to network, Josh realized that FinArt could become a business.

His dream is to create content for advisors to easily explain financial concepts in a fun way, and to create content for the public to easily understand their world.

When he’s not creating art, Josh loves doing anything with his wife, Michelle, and they love to travel. They’re based out of Bellevue, Nebraska.

Twitter: @TheFinArtist

Linkedin: https://www.linkedin.com/in/josh-passler-finart-80b4b1249/

Instagram: thefin.artist

Website: https://www.thefinartist.com/


Music in this episode was obtained from Bensound.

Colton's Bio:

My name is Colton Etherton.

I'm The Tattoo Artist Advisor. I'm also a Certified Financial Planner™ practitioner and the owner of Out of the Office Planning.

I've worked in finance for nearly a decade. 

After growing tired of traditional firms where I seemed to only be helping people that were already wealthy, I decided to launch my own firm and work with people that I wanted to work with - tattoo artists.

Social:

Twitter: @thetattooadvisr

Instagram: thetattooartistadvisor

Jamie's Bio:

Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. 

He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.

"I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.

I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.

Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."


Social:

https://www.instagram.com/jamiemlima/

https://www.linkedin.com/in/jamielima/

https://twitter.com/JamieMLima



Music in this episode was obtained from Bensound.

Frank's Bio:

A lifelong learner, Frank has been in and around the financial services industry since 2008.

During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next generation of wealth management firms. One that doesn’t care about “managing your money” but instead focuses on building relationships, empowering investors, and aligning the fees investors pay with the services received. 

Frank holds a Bachelor of Science in Business Administration with a Finance focus from the University of Central Florida.

Frank also holds the following designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Financial Analyst® (CFA®)
- Accredited Investment Fiduciary® (AIF®)

On a personal note, Frank lives in Winter Park with his wife Kaitlyn, daughter Astrid, and best furry friend Rudy.

Social:

https://www.linkedin.com/company/franklyfinances/

https://twitter.com/FranklyFinances


Music obtained from Bensound.

Bio's:


Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of Indianapolis with my wife, Amanda, and our golden retriever puppy, Gus. I love traveling (check out my personal bio page for a few pictures), being outside, getting a lift in at the gym before work, and trying new craft beers. Reading what I just wrote, it sounds like I’m the stereotypical Millennial.

• 
  Favorite Sports Team = Pacers
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  Favorite Places Traveled = Rome, Athens, Dublin, Sedona, Kauai
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  Favorite Food = Shrimp
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  College Alma Mater = Indiana State University
• 
  High School Graduating Class Size = 36

Hi there! My name is Jeremy. I grew up in a smalltown in Northwest Indiana and have always been somewhat of a home body. After graduating college, I moved a whopping 11.8 miles away from my hometown. However, this hasn’t kept me from the urge to travel. I’m a retired, mediocre athlete who has recently picked up golf and become obsessed with it ever since (although I can’t seem to get any better).

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  Favorite Sports Team = All Chicago teams (even the White Sox)
• 
  Favorite Places Traveled = England
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  Favorite Food = Tavern Chicken Sammy from Tavern on Main in Crown Point Square
• 
  College Alma Mater = Indiana State University
• 
  High School Graduating Class Size = 291

Linkedin:

Drew: https://www.linkedin.com/in/drewfeutz/

Jeremy: https://www.linkedin.com/in/jeremycrocker/

Music in the episode obtained from Bensound.

Nick's Bio:

I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous, and blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.  

Outside of the office, you can find me surfing, tirelessly searching for the best local restaurant in town on Yelp, or maximizing a 3-day travel weekend with my wife, Kristin.  Full disclosure, if you see me on my phone, I’m more than likely scrolling through dog videos on Instagram as Kristin and I dream about one-day being dog parents in the not too distant future.

Nick's Social:

Twitter: https://twitter.com/swellfinancial

Instagram: https://www.instagram.com/swellfinancial/

Linkedin: https://www.linkedin.com/in/nick-covyeau-cfp/



Music in this episode was obtained from Bensound.

Treyton's Bio


Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.
‍

After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:

Make financial advice more accessible for our generation

When he's not trying to change the perception of the financial industry, you can find him at a local skatepark, trying new restaurants, writing, or snapping pictures in Kansas City ⛲️

Social:

Twitter: https://twitter.com/treytonwrites


Linkedin: https://www.linkedin.com/in/treytondevore/


Music in this episode is obtained from Bensound.

Leo's Bio:


My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth.

I currently reside in North Carolina, where my wife and I are raising two beautiful children.  

I am a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® professionals are Hispanic or Black.

I hold a DACFP Certificate in Blockchain and Digital Assets, the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors with the advice* they need about this new and transformational asset class. 

Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country.

Leo's Social:

Linkedin: https://www.linkedin.com/in/leomarte/

Music in this Episode was obtained from Bensound.

Tyler's Bio:


Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring relationships that I cherish. In the end, it is the peace of mind that my clients possess that leads me to continue in this work. 

What I believe : I believe people are their own best financial advocates, even if they need help from planners like me. To that end, I give all of my knowledge to the people I work with so that they are more and more empowered to advocate for themselves. When I am needed less, that is a win, that is the best outcome.

When I’m not working you’ll find me spending time doing volunteer work in the community, and getting out into nature with my wife and our young son.

• Investment Advisor Representative CRD 4956662
• Enrolled Agent #122576
• LinkedIn
• Twitter

Phil's Bio:


My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week” on public television in the 1980s. Occasionally, I would even receive a share or two of stock for my birthday and with that, my passion for investing and the capital markets was born.

After college graduation, I went to work on the floor of the exchange and before long, I scraped up a little money and leased a membership at the Chicago Board of Trade. At that time, the 30-Year Treasury Bond pit was the largest, most active futures contract in the world. That’s where my journey began. While personally trading a thousand contracts a day at times, I saw firsthand how devastating a lack of discipline and planning can be to your financial health.  

 After a series of business opportunities, I was offered a wealth management position with the Wall Street firms Morgan Stanley and later at JP Morgan. The training and experience at the big firms was great but with their emphasis on selling financial products, I became frustrated. My compensation was largely based on what I sold, not on how I advised regarding wealth accumulation, retirement or tax planning. I had learned years ago from my father, a CPA with his own practice, that relationships are your most valuable asset.  My father, in fact, has served some clients and their families for over 50 years- and that is not an accident.  

 My firm, Breakout Private Wealth, was founded on that principle.    

 Everything begins and ends with my family. My boys, Andrew and Blake, now teenagers, have taught me more about life than any book or designation. Our time together at the rink, on the field or just at home challenges me to continue to be a better version of myself. My wife Jami, who had no idea that a blind date at the Chicago Blackhawks game twenty plus years ago would turn into a lifetime of hockey rinks and a garage full of sporting equipment, keeps us all on track.   


"I think to provide the maximum amount of value for our clients we, as advisors, need to go deep and narrow. That will allow us to be subject matter experts in the areas that matter most to the CLIENT, not to a large firm, or to a commission competition.

If more of us would do business in this way, more people would feel comfortable getting the help that they need. Then everyone wins.

I just started the Gen X Wealth Academy specifically for this reason. It is a way to meet people where they are, not where Wall Street thinks they should be 😯

Accepting 10 founding members now....for free"

https://api.skool.com/groups/gen-x-wealth-academy-9959/webhooks/e7a5daed1b5b4a0a8d430a3ad627914d


Music in this episode was obtained from Bensound.