The Circuit of Success Podcast with Brett Gilliland

Tim Hammett is the Co-Founder and President of Visionary Wealth Advisors, an independent financial planning firm with locations in Missouri, Illinois, and Florida.

Under Tim’s leadership, the firm is expanding their signature Values Based Financial Planning model, which provides an elite concierge of services in the areas of investments, financial planning, estate planning, and insurance services.

A contributing factor to the success of Visionary Wealth Advisors is credited to Hammett’s model that he has refined, articulated, and enhanced over the last three decades. The essence of the model is to clearly understand what is most important to individuals and then integrate their values into the financial plan that Visionary Wealth Advisors design and manage.

As a lead architect of Visionary Wealth Advisors, Tim has built a trusted team of advisors to perform and build long term financial security for clients and the firm.

Tim believes that financial planning is very personal. The first comprehensive plan he developed was for his own parents, which was designed to reflect their core values. Tim’s father worked in the public utility sector for 40 years and was looking forward to his next stage of life. When Alzheimer’s cut his father’s retirement short, the Family’s values were upheld and this experience became the basis for the successful business model Visionary Wealth Advisors enjoys today.

Tim is a proud alumnus of the University of Missouri – Columbia where he earned his degree in personal finance and played tennis. Tim is a CERTIFIED FINANCIAL PLANNER and Accredited Estate Planner.

He has lived and worked in the greater St. Louis metropolitan region throughout his career. He and his wife Ami, are busy raising their three children; Luke, Drew, and Rachel. They spend many hours on the soccer, tennis, baseball fields and basketball courts for practice and games.

Tim believes that the joys and gifts we are given should be returned and has embedded this value at Visionary Wealth Advisors where every team member is encouraged to support causes. Tim actively supports the St. Louis Archdiocese Ministries, Life Teen, Alzheimer’s Association, and the Crohn’s – Colitis Association, among others.

Mike Clark – As a Senior Wealth Advisor, Mike Clark brings 15 years of financial planning experience to Visionary Wealth Advisors. Most recently, Mike was the Senior Vice President – Investments at The Mutual Fund Store in Shiloh, Illinois where he was a founding club member and instrumental in building the office from the ground up.

Growing up in the small town of Pacific, Missouri, Mike was drawn to the financial industry and knew he wanted to positively impact people from an early age. He never wanted to work on Wall Street or live in a big city, and instead has chosen to bring his passion for the industry to clients in the St. Louis area.

Mike chose to join Visionary Wealth Advisors to help provide clarity and peace of mind for his clients. He says, “It is a Visionary’s job to separate fact from fiction in the noisy and complex world, so clients can focus on what matters most to them.” Mike strives to get to know his clients on an intimate level to understand their goals and desires for the future. He loves seeing the passion in his client’s eyes as they describe their future goals and dreams.

Mike provides comprehensive financial planning which includes developing and monitoring allocations to ensure client’s assets are in alignment with their goals.

Mike earned his Bachelor’s Degree from Lindenwood University and is a Chartered Mutual Fund Counselor (CMFC). He is married to Autumn and they have two children, Nolan and Hadley. After falling in love with the O’Fallon, Illinois community over 8 years ago, Mike and his family stay very active.  Mike enjoys coaching his children’s sport teams, watching the St. Louis Cardinals, and playing a round of golf whenever possible.

Brad is one of Visionary Wealth Advisors’ most experienced advisors, and is dedicated to serving clients with integrity and unbiased advice. He works closely with clients to uncover their specific needs and objectives, then develops and implements a customized plan. As a Portfolio Manger, he is part of Visionary’s innovative Think Tank where he develops model portfolios and researches new ideas. He also mentors our younger advisors to help them develop their financial planning skills.

Brad became fascinated with the stock market as a high school senior and knew he wanted to work in the financial services industry. In his 18 years as an advisor, he has helped hundreds of people develop, implement and monitor their retirement plans. He uses eMoney software to quickly illustrate cash flow projections for his clients, which helps them gain a real understanding of their financial picture. He enjoys the look on a client’s face when their dream for retirement becomes a reality.

Brad was a Partner and Vice President at Meridian Financial Group for 12 years before the firm merged with Visionary in August 2014. Prior to Meridian, Brad was Vice President and Portfolio Manager at Zemenick & Walker in Clayton, Missouri from 1996-2002. While at Zemenick & Walker, an independent RIA firm with $1.3 billion in assets under management, Brad developed his investment and financial planning skills while working with high net worth families and professional athletes. Brad also worked in trust tax planning at Boatmen’s Trust Company in St. Louis.

Brad has a BS in Finance from Eastern Illinois University, an MBA from Saint Louis University, and is a CERTIFIED FINANCIAL PLANNER.

Brad and his wife, Jennifer, reside in Collinsville with their three children, Olivia, Tyson and Macey. In his spare time, Brad enjoys golf, fishing, sports, and is an avid supporter of Illini basketball and football. He serves on the Collinsville Education Scholarship Foundation, which awards college scholarships to students in the Collinsville School District.

As the Chief Investment Officer, John is responsible for the due diligence and investment research required to manage the Visionary portfolios. With his expertise, John leads the Visionary Investment Committee and Think Tank to build solid investment strategies for clients.

John chose to serve in the financial services industry to help clients achieve their biggest financial goals and dreams. He sees his role as one of the most rewarding paths he could have chosen. At Visionary, he uses his knowledge and experience to help clients, while always serving them with the highest level of integrity.

Prior to Visionary, John began his career as an international fixed income trader and government bond trader at Edward Jones. In 2010, he moved to Stifel Nicolaus, where he was a corporate bond trader.  In both roles, John’s primary responsibilities included trading, helping financial advisors build customized fixed income portfolios for their clients, and educating financial advisors about current market events and their impact on clients’ portfolios.

John has a Bachelor’s Degree in Finance and a Minor in Accounting from Saint Louis University, and has earned the Chartered Financial Analyst and Certified Financial Planner designations.

John was born and raised in St. Louis, and lives in University City with his wife, Kelly and son, Blake. They enjoy traveling internationally to learn about other cultures and broaden their perspective. In his spare time, John is an avid runner and enjoys playing racquetball. He also is a big brother in the Big Brothers Big Sisters program and loves spending quality time with his little brother, Will.

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As a Senior Wealth Advisor with The Insight Group, he also works directly with clients to develop goals-based, wealth management plans.

Selden has over 30 years of experience as a financial advisor and senior executive in the wealth management industry, much of that with Merrill Lynch. He has enjoyed the opportunity in his leadership roles to have hired, trained and coached countless industry professionals. He has served on the executive operating committee for Merrill Lynch’s private client business, and was the Regional Managing Director for parts of ten states in the Midwest. He was consistently recognized for company leading performance results.

Selden joined the Visionary team from Altius Learning where he teamed up with some former Merrill Lynch colleagues as a Partner and Principal to deliver evidence-based training to industry advisors and managers.

Joining Visionary Wealth Advisors in April of 2015, gave Selden an opportunity to leverage his industry executive experience to contribute to investors’ needs. He was attracted to the culture and philosophical views and values of Visionary’s founders, Brett Gilliland and Tim Hammett.

He holds Bachelor’s and MBA degrees in Finance from University of Missouri, and is a graduate of the Executive Leadership program from the Wharton School of Business at the University of Pennsylvania.

Selden, and his wife Ellen, have five children, two of which are employed in the investment industry, and their youngest is still in college. The Martin’s returned to the St. Louis area in 2006 and reside in Clayton. Selden is a current board member for the St. Louis Zoo and the St. Louis Sports Commission. Ellen is a realtor for Laura McCarthy realtors and has served on the members board for the Missouri Botanical Garden, been a board trustee for St. Louis University, and a past board member for the St. Louis Archdiocesan finance committee. They are both active philanthropically for our greater community.

Dave Hollis is CEO at The Hollis Company. Outside of The Hollis Co, he is a member of the Motion Picture Academy and sits on the membership committee, is on an innovation board called Fandango Labs, is on the board of Will Rogers Motion Pictures Pioneers, the board of foster care charity Austin Angels and the board of Pepperdine’s Institute for Entertainment, Media and Culture. 

He believes in the importance of variety in a career as a prerequisite for considering any candidate — having had jobs in Research, Publicity, Talent Management, Grassroots Marketing, Brand Management, Retail Strategy, Technology Innovation and Sales has rounded his expertise and affords an informed, solution-oriented macro view of any business.

He is the father of four children, an adoptive father and four-time foster dad. As a family the Hollis’ support philanthropy in the foster care and the teen/transitional homelessness space. They live and operate the business out of Austin, TX.

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