This Is The Story Of Podcast

We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020. In this longer episode, Gary also discusses the financial planning industry at large and includes tips for families looking for their own financial planner. Gary has played an integral role in my life and career and I’m excited to share his story with you.

Links discussed in this episode:

National Association of Personal Financial Advisors (NAPFA)

FINRA Broker Check

Illuminate Wealth Management

The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny

My guest this week is Patrick Ross, estate planning & business attorney from Ross Law Firm in Inverness, IL. I have worked with Patrick for a number of years, both on my own estate plan and with my clients and I appreciate the thorough yet personal approach Patrick takes with his clients. We recorded this episode earlier in 2021, and I am excited to share this to you now.

Ross Law Firm Website

This week our guest is Renner Winston, the co-owner of Atlas Solar Advisors, a company dedicated to helping homes and businesses save money by converting over to clean and renewable energy. Not only is he the owner of a successful company in Illinois, but he is also a running coach and leader at his local church, City Church Chicago. I have known Renner for a number of years and I’m looking forward to sharing his story with you.

Check Out Atlas Solar Advisors at www.atlassolaradvisors.com
You can also contact Renner directly at [email protected]

We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020. In this longer episode, Gary also discusses the financial planning industry at large and includes tips for families looking for their own financial planner. Gary has played an integral role in my life and career and I’m excited to share his story with you.

Links discussed in this episode:

National Association of Personal Financial Advisors (NAPFA)

FINRA Broker Check

Illuminate Wealth Management

The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny

This week our guest is Andrew Rescorla. Andrew is the co-founder of Urban Greens, an indoor hydroponic herb farm in the Twin Cities, MN. Andrew talks about the development of his business from a small aquaponic farm in an attic to now multiple farms.

You can find out more about Urban Greens at: https://www.urbangreensmn.com/

This week our guest is Danielle Seurkamp. Danielle is a CERTIFIED FINANCIAL PLANNER and the Founder of Well Spent Wealth Planning. She is a blog contributor for Forbes, is on the national board of directors for the country's leading association of fee-only financial planners and, in 2017, won the national New Professional Award from NAPFA. I have been in a peer group with Danielle for almost a decade and I’m looking forward to sharing her story with you!

Check Out Danielle’s company at www.wellspentplanning.com

You can also contact Danielle directly at [email protected]

To read Danielle’s Forbes blog, you can follow her here: https://www.forbes.com/sites/danielleseurkamp/ 

This week our guest is Renner Winston, the co-owner of Atlas Solar Advisors, a company dedicated to helping homes and businesses save money by converting over to clean and renewable energy. Not only is he the owner of a successful company in Illinois, but he is also a running coach and leader at his local church, City Church Chicago. I have known Renner for a number of years and I’m looking forward to sharing his story with you.

Check Out Atlas Solar Advisors at www.atlassolaradvisors.com
You can also contact Renner directly at [email protected]