Only Fee-Only

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 = PacersFavorite Places Traveled = Rome, Athens, Dublin, Sedona, KauaiFavorite Food = ShrimpCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 36Hi 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).Favorite Sports Team = All Chicago teams (even the White Sox)Favorite Places Traveled = EnglandFavorite Food = Tavern Chicken Sammy from Tavern on Main in Crown Point SquareCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 291Linkedin: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/swellfinancialInstagram: https://www.instagram.com/swellfinancial/Linkedin: https://www.linkedin.com/in/nick-covyeau-cfp/Music in this episode was obtained from Bensound.

Treyton's BioTreyton 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 generationWhen 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/treytonwritesLinkedin: 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 4956662Enrolled Agent #122576LinkedInTwitter

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/e7a5daed1b5b4a0a8d430a3ad627914dMusic in this episode was obtained from Bensound.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the globe.Find Carl on social media here:https://www.linkedin.com/in/thinkingcarlhttps://twitter.com/behaviorgapMusic in this episode was obtained from Bensound.

Andy works with clients to not only discover their personal life vision, but assist in creating and executing a plan to help that vision become a reality. His responsibility is to act as a personal fiduciary, advisor, and confidant. Andy is most excited and proud to be a part of a team that not only cares about financial wellness, but strives to help client's flourish in all aspects of life."I work to help people uncover their life vision and develop a comprehensive plan to help them fulfill that vision. I also host a podcast called 9 Minute Money Tips where I simplify complex money topics in 9 minutes or less. Outside of financial wellness, I'm passionate about nutrition, fitness, and all things health and wellness.I work to help people uncover their life vision and develop a comprehensive plan to help them fulfill that vision. I also host a podcast called 9 Minute Money Tips where I simplify complex money topics in 9 minutes or less. Outside of financial wellness, I'm passionate about nutrition, fitness, and all things health and wellness."Music in the episode if obtained from Bensound.

Lei is on a mission to help her clients feel in control of their finances and be confident that they’re on the right track to achieve their financial goals. She serves clients all over the US and she’s fluent in English and Chinese She is a Chartered Financial Analyst as well as a Certified Financial Planner®. Lei came to the U.S. to pursue her Masters Degree in Finance from Washington University in St. Louis. Since then, Lei has enjoyed a career in investment management and has built expertise in investment evaluation, portfolio construction and asset allocation. Having watched friends and family struggle to find true advocates for their personal finances, Lei discovered that investing, while important, is only a piece of the puzzle in personal finance. That’s when she switched her focus to advocate for her clients’ overall financial wellbeing. Since then, she has enjoyed helping clients in not just investing, but also other areas of their comprehensive financial planning needs, such as tax planning, estate planning and insurance planning. Lei’s family live in the suburbs of Saint Louis, Missouri. She and her husband Julio love coming up with fun ways to celebrate her two children's Asian and Hispanic heritage, mostly through food. She is also a board member of a local nonprofit.Music in this Episode 

MAX PASHMAN, CFP®FINANCIAL PLANNERYour priorities should be addressed by what's best for your needs rather than someone else's sales quota. Unfortunately, the traditional business model in the financial industry has failed to recognize this. Rather than jumping right into a client-facing role, Max decided to invest his time learning more about the financial sector. He worked for several successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer to their financial goals and obtained his Series 7, 66, and life + health licenses. By the time he gained the appropriate knowledge, he had started building his book of business and established a successful online presence to push financial education for his followers. While advising clients at One Wealth Management, Max had begun to understand how he truly wanted to create the best financial planning for his clients. He realized to serve his existing and upcoming clients better required transforming his business into an actual fiduciary model. After obtaining his CFP designation, he founded Pashman Financial as a fee-only company built on that promise.Twitter: MaxpashmanMusic in this episode provided by Bensound