CLASS OF 2021
CONGRATULATIONS TO OUR
ELITE ADVISORS
CLASS OF
1
Office Location
Previous Broker/Dealer
Goals for 2022
Goodyear, AZ
Kovack Securities
Years in Business
Professional Designations
$1M GDC, house remodel, take Fridays off.
25
CFF
Business Mix
Spouse
90% Advisory, 5% Annuities,
Melissa Addington
5% Mutual Funds - Direct
2021 Accomplishments
BBA Strategic Management
$750 GDC, Avoid COVID, Get my clients to update their Estate Plans.
Office Location
Spouse
El Dorado Hills, CA
Rojan Agahi
Years in Business
Children
28
Landon Agahi - 24 (Air Force Airman - TACP), Darius Agahi 12, Daxton Agahi -10
Education
KYLE ADDINGTON
Business Mix
80% Fee-based 20% Commission
SEAN AGAHI
Deep focus on retirement distribution strategies for corporate executives, professionals, and business owners Education
Attended Chabot College Previous Broker/Dealer
First Allied Securities, Inc
RYAN ANSTED
2021 Accomplishments
Reached an important milestone in AUM - $115m with 55 families. Goals for 2022
Add a second office in the North Dallas Area. Establish a new collaboration with another IFG representative or office in Texas. Move family to Texas. Write a
Help my clients retire sooner and better than expected. Favorite Business or Life Advice
“Success is not final; failure is not fatal: it is the courage to continue that counts”. – Winston Churchill
book to help individuals and representatives benefit from the experience I have had in this career. Favorite Business or Life Advice
Find your niche, know as much as possible about it, never stop educating yourself, stay in your lane, and surround yourself with subject-matter experts that will bring value to your practice and the needs of your clients. Never consider the 80/20 rule for client service, 100% or nothing.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Annapolis, MD
SII
Years in Business
Professional Designations
1 Million in production, Elite advisor qualifier.
22
CRPC
Business Mix
Spouse
75% Fee Based, 25%
Jaime Ansted
Annuities
Children
Education
Brendan, Kaila, Alex
Goals for 2022
1 Million in production. Favorite Business or Life Advice
Listen more than you speak.
Bachelor of Arts in Economics from UMBC
3
Office Location
Previous Broker/Dealer
Annapolis, MD
SII
Years in Business
spouse
27
Colleen
Business Mix
Children
RIA and Commissioned
Jude
Education
Goals for 2022
BA
Nothing in particular (except maybe learning to spell).
Office Location
Professional Designations
Southlake, TX
CEPA
Years in Business
spouse
10
Heather
Business Mix
Children
100% Fee Based Advisory
Hudson - 3, Harper - 8 Months
Education
2021 Accomplishments
MBA - Pepperdine University
Relocated our family and business from California to Texas. We purchased the land to build our dream house, and also purchased the existing house across the street to
Favorite Business or Life Advice
Thrift is an admirable trait.....in an ancestor. (Twain)
IAN ARROWSMITH
KIRK BADII
Previous Broker/Dealer
UBS Private Wealth Management
BLAKE BONNER
4
renovate and live in while will build our dream house. Goals for 2022
Lower my golf handicap to be in the single digits while continuing to grow my business and meet new people and clients in Texas. Favorite Business or Life Advice
Run your own race, and treat others as you want to be treated.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Amarillo, TX
LPL
Years in Business
Professional
6
Designations
Business Mix
CFP®
We increased our Advisory assets from $67M to $102M and added the right people to our client support staff.
Advisory, Insurance
spouse
Education
Ellee Bonner
Texas Tech University, MS Personal Financial Planning, BS Personal Financial Planning
Children
Marlee - 17, Annee - 11 and Sulli - 9
Goals for 2022
100% client retention, $35M new AUM, 1-2 new Advisors. Favorite Business or Life Advice
I’m much too young to be imparting my wisdom here.
Office Location
Education
2021 Accomplishments
San Diego, CA
BA University of San Diego - 1989, MBA Pepperdine University -1997
Grew business more than expected and kept a positive outlook.
Previous Broker/Dealer
Goals for 2022
Sentra Securities
Keep and grow client relationships and travel more.
Years in Business
24 Business Mix
50% Managed Money, 20% Annuities, 20% Insurance,
PAT BRENNAN
10% DPP / Private Placement
Children
Favorite Business or Life Advice
Stay diligent and keep smiling.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Pleasant Hill, CA
Woodbury
Excellent business growth.
Years in Business
Professional Designations
Goals for 2022
Business Mix
Enrolled Agent
More time off. Favorite Business or Life Advice
Tax Preparation & Financial Advisor Planning
Spouse
Education
Children
Some College
Teresa, Troy, Cody, Zachary
Office Location
4-year degree; Bachelor of Science (B.S.) Psychology, Applied Behavioral Analysis
it’ll take much more than a “Global Pandemic” to hold me and my clients down.
Previous Broker/Dealer
Goals for 2022
Raymond James Financial Services
Business - Aquire a $40MM book of business. Personal Exercise, take better care of myself, so I can keep doing good for others!
Houston, TX Years in Business
27 Business Mix
YVONNE CABRAL
Erin Danny - 25, Molly - 22
31
BRENT BURR
Spouse
Monique
Investment Advisory, Consulting, Variable Annuities, and Insurance Vehicles
Spouse
Education
Godson - Brock Michael Fly - 11
Currently enrolled at the University of Houston downtown completing a
2021 Accomplishments
Monica Deboer Children
Clearly demonstrated that
Surround yourself with the right people.
Favorite Business or Life Advice
Always, always look for the silver lining in every predicament. 5
Office Location
Previous Broker/Dealer
2021 Accomplishments
Bloomington, MN
Cetera Advisors
Years in Business
Professional Designations
32
PPC
2021 Elite Advisor and 11th Year of 5 Star Wealth Manager. Didn’t get Covid 19!
Business Mix
spouse
Fee Based, Alts, Annuities, Retirement Plans, 529 Plans, Life Insurance, Mutual Funds
Amy
Favorite Business or Life Advice
I hired my wife, Amy 16 years ago!
Office Location
Previous Broker/Dealer
2021 Accomplishments
Rockville, MD
Ameritas
17+M in Jackson National VA.
Years in Business
Professional Designations
Goals for 2022
University of Wisconsin Madison
20 Business Mix
KIRK JAMES BADII CHANG
IFG Million Dollar Club.
Quinn
Education
STEPHEN CARLTON
Children
Goals for 2022
Annuity, Mutual Funds, UITs, Advisory, Alternatives, Life Insurance Education
CFP®, CRC, CLU spouse
Caroline Children
GDC 1.6M & 4 vacations a year. Favorite Business or Life Advice
Work hard and work smart.
Lucas and Justin
Ph.D.
Office Location
spouse
Goals for 2022
Archbold, OH
Danielle (married 30 years)
Years in Business
Children
31
Hudson - 22 and Auburn - 20
Business Mix
2021 Accomplishments
Acquire 2 additional advisory firms. Spend more time with my family traveling and living out west.
Advisory 100%
Made significant changes to my business model and set-up a succession planning pathway for new advisors to enter the industry through practice acquisition.
Education
MICHAEL CHILDS
BA in Financial Services, Wright State University Previous Broker/Dealer
NPC (National Planning Holdings) 6
Favorite Business or Life Advice
Do what you say you’ll do. Your integrity is yours, no one else’s; only you can compromise it!
Office Location
Previous Broker/Dealer
Goals for 2022
Newport Beach, CA
MCL Financial Group
Be an awesome dad.
Years in Business
Spouse
Favorite Business or Life
18
Lindsey
Advice
Education
Children
BA, Business Economics - UCSB
Walker
Office Location
Previous Broker/Dealer
Goals for 2022
San Diego, CA
Commonwealth
Years in Business
Spouse
To continue to find a better work life balance!
20
Sandi
Business Mix
Children
75% Advisory, 20% Direct, 5% Insurance
Garrett - 20
Education
Masters
Transitioning my firm in numerous ways.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Dallas, TX
LPL
Qualified for EA conference.
Years in Business
Professional Designations
Goals for 2022
33
CFP®, CFS
Business Mix
Spouse
Qualify for 2023 EA conference.
75% Funds, 25% Annuities.
Sheila
Favorite Business or Life
Children
Advice
3 daughters
Do unto others as you’d want done to you.
Do a better job than expected and you will always be in demand.
KELLY CLYDE
CRAIG COHN
Education
KIRK KARL BADII COLE
Bachelors
Favorite Business or Life Advice
Don’t be a jerk!
2021 Accomplishments
7
CINDY COUYOUMJIAN
Office Location
Professional Designations
Tustin, CA
CFP®
Years in Business
Spouse
36
Harry
Business Mix
Children
The Realm Model, Private Credit & Real Estate, Structured Note, Tactical Strategies, Passive, Stocks and Bonds
Kobe and Claire
Office Location
Professional Designations
Goals for 2022
San Diego, CA
CFP®, EA
Years in Business
spouse
23
Devra
Business Mix
Children
The main goal for 2022 is to improve the client experience and better engage the staff to work as teams, independently from the managing partners.
Mostly Advisory
Jake and Gavin
Favorite Business or Life
Education
2021 Accomplishments
B.S. Financial Services - SDSU HTK
Significant AUM growth via new business referrals and bringing most of our staff back into the office.
Office Location
spouse
Favorite Business or Life
Buffalo, MN
Molly
Advice
Years in Business
Children
8
Alba, Kieran and Michael
Live each day as if it could be your last.
Business Mix
2021 Accomplishments
90% Fee ,10% Commission
Broke revenue record for our firm and became more efficient in our practices.
Previous Broker/Dealer
Education
8
Release 3rd book: How to Build a Sustainable Retirement in a Broken System. Achieve number one ranking at IFG. Work less than 80 hours per week. Spend more time in Los Cabos.
First Allied
Education
Previous Broker/Dealer
KIRK DANNY BADII DOUGHERTY
Goals for 2022
Became an author and mentor. Released Redefining Financial Literacy book. Completed second book The Rise of Women and Wealth. Legacy planning in my firm with my son Kobe becoming fully licensed at Cinergy Financial.
Bachelors, Marketing
ARI CRANDALL
2021 Accomplishments
Highest production achieved in 2021 with my 36 years of industry experience.
BA from Minnesota State University - Mankato
Goals for 2022
Become more family oriented.
Favorite Business or Life Advice
Use Multi-Asset Classes that have the potential to provide higher income with less volatility.
Advice
You were given 2 ears and 1 mouth - you should listen twice as much as you talk. Family - Health - Career : Keep all 3 in balance.
KIRK DILLON BADII DOUGHERTY
ITTAI DVIR
MARK EALY
Office Location
Spouse
Goals for 2022
Buffalo, MN
Lauren
Years in Business
Children
5
Nora, Emma and Claire
Focus on building even better relationships with friends, family and clients!
Business Mix
2021 Accomplishments
90% Fee ,10% Commission
Built even more great client relationships!
Education
Favorite Business or Life Advice
Be the person you want to meet.
BA in Marketing
Office Location
Previous Broker/Dealer
2021 Accomplishments
Bethesda, MD
Pacific West
Became independent.
Years in Business
Professional Designations
Goals for 2022
12
CFP®
Have more free time.
Business Mix
Spouse
Favorite Business or Life
Wealth Management, Asset Management
Karri
Advice
Children
Adapt.
Education
Noa and Ethan
BA Finance
Office Location
Previous Broker/Dealer
2021 Accomplishments
Carlsbad, CA
Woodbury Financial
Years in Business
Professional Designations
Achieved over $1 million in revenue for first time.
19
CPA, CFP®, RICP
Goals for 2022
Business Mix
Spouse
Retirement plans, planning, investing and income
Rebecca
Continue to serve our clients and community with integrity and care.
Education
Chad, Erin, Alli, Madison, Maegan, Gabrielle
University of Detroit
Children
Favorite Business or Life Advice
You always do well by doing what’s right.
9
Office Location
Education
Goals for 2022
Torrance, CA
MBA UNC Chapel Hill,
Stay healthy.
Years in Business
BA Claremont McKenna College
24 Business Mix
Mutual Funds, Alternative Investments
Previous Broker/Dealer
LPL Financial
JAY ENG
JEFF FISHER
KIRK CHRIS BADII GEARY
10
Office Location
Previous Broker/Dealer
Goals for 2022
San Juan Capistrano, CA
MCL Financial
Years in Business
spouse
Be a better husband, father and businessman.
20
Tina
Business Mix
Children
Wealth Management, Financial Planning
Joseph, Lauren, Isaac
Education
First million dollar club!
2021 Accomplishments
BA - University of Phoenix
Favorite Business or Life Advice
“A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another”.
Office Location
Previous Broker/Dealer
Goals for 2022
Richmond, VA
NPC
Years in Business
Professional Designations
18
AIF , CFP®
Client Service, Practice managemnt, enjoying new pool with friends and family.
Business Mix
2021 Accomplishments
Financial Planning
Registered Principal, series 24. Got COVID and made it through.
Education
BS
Favorite Business or Life Advice
Life’s a garden, dig it!
Office Location
Education
Goals for 2022
San Diego, CA
Bachelor’s in Business University of South Carolina
Have more fun than 2021.
Spouse
Advice
Betsy
Go for it and live it - you can’t take anything with you.
Years in Business
21 Business Mix
STEWART GINN
Favorite Business or Life
Structured Product, Fixed Income, Cashflow Analysis, Equities
Children
Office Location
Previous Broker/Dealer
Children
Annapolis, MD
SII
Mae and Vivian
Years in Business
Professional
18
Designations
Education
Charlie -13 and Paxton -11
CFP®, CRPC
Bachelor’s in Business Concentration in Finance
spouse
Office Location
Spouse
Goals for 2022
Santa Maria, CA
Lindsay
Years in Business
Children
3
London and Lucas
I plan on treating every day as a new challenge. I am going to learn and grow with each new opportunity.
Business Mix
2021 Accomplishments
Advisory Services, Structured Products
Developed relationships with new clients and helped current clients sort out their future plans.
Amy
JOSHUA GOLDSMITH
KIRK LOREN BADII GRABAU
Education
BBA - Finance from Texas A&M University
Favorite Business or Life Advice
“Try not to become a man of success. Rather become a man of value”. - Albert Einstein
11
Office Location
Education
spouse
Annapolis, MD
BBA, Economics - Eastern New Mexico University
Erika
Previous Broker/Dealer
Madeline and Grace
Years in Business
25 Business Mix
Children
SII
90% Fee-Based, 10% Annuities
Professional Designations
Office Location
Previous Broker/Dealer
Goals for 2022
San Juan Capistrano, CA
Sentra Securities
Years in Business
Professional Designations
40
CFP®
Stay in close contact with my clients during a volatile period of time.
Business Mix
spouse
70% Mutual Funds, 15% Annuities, 10% ETFs and 5% Other
Cheryl
CRPC, CCPS
DAVID HERMAN
BOB HILL
Education
MBA University of Indiana
Expectation without communication results in frustration.
2021 Accomplishments
Enjoyed some great client referrals.
Education
Previous Broker/Dealer
Manhattan Beach, CA
Loyola Marymount University (BS), College for Financial Planning (MS), Harvard Business School (PLD 30)
NPB
23
12
Adults: Justin and Ashley
Advice
Office Location
Years in Business
RACHEL HOANG
Children
Favorite Business or Life
2021 Accomplishments
Completed transition to IFG.
JOEL HOOPER
LAWRENCE HUH
Office Location
Previous Broker/Dealer
2021 Accomplishments
Roseburg, OR
LPL
Finally passed my Series 65!
Years in Business
Professional Designations
Goals for 2022
29
Series 7, 24, 63, 65
Business Mix
Spouse
Increase AUM by 15%. More time with friends and family.
Advisory 80%, Retirement Plans-Qualified Plans 20%
Theresa
Favorite Business or Life
Children
Advice
Education
Kati, Mary, Natalie
Work hard and be nice to people.
Office Location
Previous Broker/Dealer
Goals for 2022
Fairport, NY
Raymond James
Years in Business
Spouse
27
Carrianne Hendrickson
Continue to grow my business - AUM - targeting 15% growth.
Business Mix
Children
Mostly transaction - Mutual Funds, Equities, UIT
Annabelle Huh
Education
BS Economics / University of Rochester
Successfully maneuvering and growing through the pandemic.
Office Location
Spouse
Flagstaff, AZ
Chris Huntley
Years in Business
Children
20!
Tanner and Elaina
Business Mix
2021 Accomplishments
Advisory, primarily, some Insurance and Annuities
Completed year 1 of merger with Jodi Padgett forming Cambium Wealth and Legacy Strategies. Our kids got back into school after sitting out a year per covid and they’re doing well. Elaina is starting to read and Tanner won’t stop reading! The children backpacked
2 years College
Education
MARY HUNTLEY
BS of Biology Previous Broker/Dealer
Royal Alliance Professional Designations
CFP®
2021 Accomplishments
Favorite Business or Life Advice
“The bad news - nothing lasts forever. And the good news - nothing lasts forever”.
to a great peak and a great canyon. Goals for 2022
Find a streamlined rhythm to our business. Retain 100% of our A clients. Backpack monthly with the children and Chris. Run and lift average 5x/week. Organically harvest a freerange grass-fed elk. Favorite Business or Life Advice
Seek first to understand then to be understood. 13
Office Location
Previous Broker/Dealer
2021 Accomplishments
San Diego, CA
Sentra Securities
Years in Business
Professional
Stayed healthy and increased my revenue.
33
Designations
Goals for 2022
CFP®
Continue to work on relationships with other professionals.
Business Mix
MICHAEL HYAT
RICHARD KASHER
KATHY KEADLE
75% Advisory, 15% Annuities, 5% Alternatives, 5% Insurance
spouse
Education
Children
BA Finance
Sasha and Skylar
Office Location
Previous Broker/Dealer
Schaumburg, IL
LPL
Years in Business
Professional
27 years securities - + 40 yrs all practices
Designations
Business Mix
spouse
Securities 70%, Accounting/ Tax 25%, Insurance 5%
Brandi Ruffalo (Engaged - IFG Rep)
Education
Children
Accounting/Computer Science/ Quantatative Methods (Stats)
2 - Steve (IFG Rep) and Pam (IFG Operations Manager) 4 Grandchildren -17, 12, 6, 4
Office Location
Professional Designations
Goals for 2022
Augusta, GA
CFeD
Years in Business
spouse
17 years
Russ
Business Mix
Children
70% Advisory, 20% Alternatives and 10% Annuities
Austin and Nolan
This year my goal for the business is to increase the level of service we provide to our existing clients leveraging new FinTech. My personal goal is to spend more time with my family.
Education
In 2021, kids were scuba certified. Business accomplishments, I hired an operations manager in hopes to increase the efficiency of our business (we will see)
Bachelors Degree from the University of Georgia Previous Broker/Dealer
Securities America
14
Desirae Day
EA/AIFA
2021 Accomplishments
Favorite Business or Life Advice
Be grateful!
and 2 soon to be stepchildren -18 and 16 2021 Accomplishments
Doubled revenue - 98% of all new clients are referral. Goals for 2022
Appreciate what you have and enjoy life’s moments. Favorite Business or Life Advice
Do the right thing and always listen to your heart.
Favorite Business or Life Advice
Always focus on delivering value and the revenue will follow. Philippians 4:13 - “I can do all things through Christ who strengthens me”.
MICHAEL KILLEEN
Office Location
Previous Broker/Dealer
Goals for 2022
Pleasant Hill, CA
Woodbury
Continued success.
Years in Business
Professional Designations
Favorite Business or Life
32
CES
Advice
Business Mix
Children
Investments and Life Insurance
Julia and David
Take care of your clients and they will take care of you.
Education
BA
Spent more time with the Grandkids and successful business year.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Irvine, CA
AFA
Years in Business
Professional
Expanded plan participant education services.
35
Designations
Grew our team.
CEBS, AIF, TGPC
Implemented website and marketing platform.
Business Mix
DIANE KIMBRO
2021 Accomplishments
Qualified retirement plans specialist
Spouse
Education
Children
Bachelors, Business, Cal State Long Beach
Emily - 28, Evan - 25
Eric
Goals for 2022
Expand and have more fun! Favorite Business or Life Advice
Keep it simple.
JOSH KOEHNEN
Office Location
Professional Designations
Goals for 2022
San Diego, CA
CFP®
Years in Business
Spouse
20
Chelsea
Less stress. More delegation. Work on leadership skills. More gratitude.
Business Mix
Children
90% Managed Money, 5% Insurance/Annuities, 5% Alternatives
Kaylie -14, Ella - 10 and
Education
Bachelor’s and Master’s Degrees from San Diego State University Previous Broker/Dealer
Avery - 9 2021 Accomplishments
Business crossed over $400 million of AUM. Started playing basketball again. Did a lot of camping with my daughters.
Favorite Business or Life Advice
Take responsibility. Seek wisdom. Take action. Have a decided heart. Choose to be grateful. Greet each day with a forgiving spirit. Persisting without exception.
QA3 Financial 15
Office Location
Previous Broker/Dealer
consultative advice.
Richmond, VA
National Planning Corp
Years in Business
Spouse
16
Patricia
Personal: Be a good husband, father, business leader, advisor, community member.
Business Mix
Children
70% Advisory, 15% Brokerage/Direct, 15% Annuity
Isabella, Alissa, Stella
Education
RICH KRAFCIK
BRETT KUSSKE
MARY B. KUSSKE
16
MBA, University of Florida
2021 Accomplishments
Staying grateful -- doing meaningful work for good people year after year.
Favorite Business or Life Advice
People over profits. People will forget what you said, people will forget what you did, but people will never forget how you made them feel.
BS Finance, summa cum laude, Virginia Commonwealth University
Goals for 2022
Office Location
Previous Broker/Dealer
2021 Accomplishments
Burnsville, MN
NPC
Years in Business
Professional
14
Designations
Making this conference! Helping Kristi start her own company.
Business Mix
CFP®
Financial Planning Practice providing independent advice
Spouse
Education
Children
B.A. Saint John’s University
Penelope - 4
Office Location
Professional Designations
Goals for 2022
Burnsville, MN
CFP®, CLTC
Years in Business
Spouse
Maintain income while scaling back.
36
Steve
Business Mix
Children
Advisory 80, commissions 20
Brett, Brooke
Education
2021 Accomplishments
If you want to work for the rest of your life, that’s your business. if not, its ours!
College
Our office did $3m in GDC with 3 advisors!
Always do the right thing, not the easiest thing.
Previous Broker/Dealer
NPC
Business: Deliver high-quality portfolios coupled with
Kristi
Goals for 2022
Spend more time traveling with the family. Favorite Business or Life Advice
Our success is measured by yours!
Favorite Business or Life Advice
MICHAEL LABRIE
JENNIFER LANGSTAFF
Office Location
Previous Broker/Dealer
Goals for 2022
Wakefield, MA
National Planning Corp
Years in Business
Professional Designations
Make the world safer for retirees and their Income.
30
AAMS, AIF, RMA, CFS
Favorite Business or Life
Business Mix
Spouse
Advice
Investing for Maximized Sustainable Retirement Income: ETFs, Mutual Funds, Annuities
Suzanne S LaBrie
“No good education is cheap!”
Education
Bachelor of Science Electronics and Computer Engineering 1987 Clarkson University
Matthew -26, Mitchell - 7, Marin -15, Bailey -12 2021 Accomplishments
Exceeded every professional expectation I had ever set.
Office Location
Professional Designations
Goals for 2022
Paso Robles, CA
CFP®
Years in Business
Spouse
22
Ryan
Business Mix
Children
Advisory, Brokerage, annuities, AI, Structured Products
Evan, Aaron
Personal Goal - We have plans to visit the Netherlands in April 2022. This will be our first family trip to Europe and it’s where my dad was born. I am having back issues again, so my goal is to get back to walking
2021 Accomplishments
Education
Favorite Business or Life Advice
LPL
Our office was able to pass the $1M revenue goal we set for 2021. This was a team milestone and I’m so proud of the work that everyone has done to make it happen
Office Location
Previous Broker/Dealer
Goals for 2022
Seattle, WA
Pruco Securities
Years in Business
Spouse
20
Soo Ra Kim
Be safe, be happy, and be a channel of blessings to others. Make yourself and others better.
Business Mix
Children
Wealth Management, Financial Planning, Insurance
Jadon
Education
Lots of accomplishments but “kept our family safe and happy” would be my number one choice.
BS in Business Administration Finance Previous Broker/Dealer
JOSH LEE
Children
Business Management BA with Minor in Architecture at University of WA
2021 Accomplishments
Our family has always acknowledged perfect moments. Whenever we are at a moment of pure happiness or bliss, we will say “PM”. It may sound a bit silly, but it reminds us to enjoy the moment we are in.
Favorite Business or Life Advice
Business: Resilience & focus & priority, and never be complacent. Life: what goes around comes around. Always treat yourself, your family, and others with respect.
17
JOHN LEE
Office Location
Previous Broker/Dealer
Goals for 2022
Pleasanton, CA
NPC
Stay healthy and active.
Years in Business
Spouse
Favorite Business or Life
20+
Caroline
Advice
Business Mix
2021 Accomplishments
Annuities, Structured Products, REITs
Participated in a fundraising event that raised over $600,000 for seniors.
Education
Live life to the fullest.
Master’s Degree
Office Location
Education
Children
San Diego, CA
BA from USC
Mikaela and Makena
Years in Business
Previous Broker/Dealer
33
LPL
Business Mix
Spouse
Primarily Advisory
Kim
Office Location
from Washington State University
MIKE LINCOLN
Lynnwood, WA Years in Business
20 Business Mix
BRIAN LOCKETT
18
Fee Based Asset Management, Variable Annuities, Life Insurance, Mutual Funds, S529s
2021 Accomplishments
Previous Broker/Dealer
Brought in a ton of new business
Geneos Wealth Management.
Goals for 2022
Professional
Find another lead advisor
Designations
Favorite Business or Life
CFP®
Advice
Spouse
Anticipation often exceeds reality. Don’t let anticipation cause hesitation
Shilo Lockett
Education
Children
Degree in Management Information Systems (MIS)
Adam & Benjamin
ANNA LUKE
Previous Broker/Dealer
Burbank, CA
NPC
Years in Business
Spouse
22
Victor
Business Mix
Children
Mutual Funds
Sevanne and Charlotte
Education
2021 Accomplishments
MBA
Accomplished over 5% net
Office Location
Children
Favorite Business or Life
Gold River, CA
Son Vaughn - 6
Advice
Years in Business
2021 Accomplishments
12
Lost 30 pounds, played golf with Dustin Johnson & Tony Finau, won my club championship, made the top Elite Advisor trip.
Business Mix
Fee Based Advisor Education
SCOTT MACHEN
CSUS BS Finance / Risk Management & Insurance spouse
Kristie
Goals for 2022
5% net growth for AUM + 9 new clients. Favorite Business or Life Advice
Live by the Golden Rule.
“Success is not final; failure is not fatal: it is the courage to continue that counts”. -Winston Churchill
Goals for 2022
Top producer repeat, repeat as club champion, acquire a book of business, teach my son Vaughn to golf.
Office Location
Previous Broker/Dealer
Goals for 2022
Kirkland, WA
Planmember Securities Corporation
Enjoy more time on the water.
Professional
Advice
Designations
Don’t do yourself what you can delegate to others who are more competent. There is always a bigger boat.
Years in Business
37 Business Mix
Advisory, Alternatives and VA Education
TIMOTHY MCFALL
growth of AUM & added 14 clients.
Office Location
Oregon State University
CEP, CFP®, ChFC, BFD 2021 Accomplishments
Record revenue year. Halfway done with medical school tuition.
Favorite Business or Life
19
Office Location
Marysville, WA Years in Business
15 years Securities; 26 years Insurance
JOHN MCKEON
Spouse
Favorite Business or Life Advice
Never give up. You’re never out of the fight.
Alternative Investments & Advisory Business
Children
Education
2021 Accomplishments
BS Mathematics - US Naval Academy
Blessed with loving family, terrific coworkers, and wonderful clients.
Office Location
Professional Designations
Favorite Business or Life
Hays, KS
CLU
Advice
Years in Business
2021 Accomplishments
44
Higher revenue than 2020 with fewer working days; more quality time with daughters and their families; youngest moved to Phoenix.
Education
MBA, CLU Previous Broker/Dealer
Main Street Securities LLC
Office Location
Northbrook, IL Years in Business
27 Business Mix
80% Managed money, 20% Other
20
Pacific West Securities
To be grateful every day.
Heidi
Variable Annuities, Mutual Funds, Managed Accounts, Life Insurance
DEEPEN MODI
Previous Broker/Dealer
Goals for 2022
Business Mix
Business Mix
BOBB MECKENSTOCK
Nuclear Engineering - Penn State
Education
BS- Engineering at U of I @ Urbana/Champaign
John Vance McKeon
See the people! Be active and always aware of opportunities where you can help people. Give back more than you receive.
Goals for 2022
Make the $1million club; continue to bring in more assets for the RIA, lower my handicap, take more time off to explore the world!
MBA - Loyola University of Chicago
2021 Accomplishments
Previous Broker/Dealer
Performed my 2021 expected GDC.
First Midwest Securities
Goals for 2022
Spouse
Ketki
Transform entire book of business into fee based.
Children
Favorite Business or Life
Roshan, Sahil
Advice
Have fun in whatever you do. Live life to the fullest!
Office Location
San Diego, CA Years in Business
43 Business Mix
Managed Money (90%), with some small amounts of Annuities, Insurance, Alts, etc Education
ART MOLLOY
UCSD Previous Broker/Dealer
Professional Designations
CFA, CFP®, CMT spouse
Dana Worsham 2021 Accomplishments
Other than surviving a second year of The Pandemic, I finished the year happier than ever!
impact with Just in Time for foster youth and Promises 2 Kids (foster children program). Favorite Business or Life Advice
Treat every client as if they are the most valuable client you’ve ever worked with. Their needs are precious and unique to them. Ecclesiastes 10:19
Goals for 2022
Sentra Securities
Dana and I look forward to increasing our philanthropic
Office Location
Education
2021 Accomplishments
Exton, PA
BS Indiana University of Pennsylvania
Health and happiness.
Previous Broker/Dealer
Health and happiness.
Years in Business
39 Business Mix
Annuity 31%, MFs 69%
Sentra Securities Professional Designations
CFP®
Goals for 2022
Favorite Business or Life Advice
Karma.
DENNIS MORGAN
KELLY MORRIS
Office Location
Previous Broker/Dealer
Carlsbad, CA
LPL Financial
Years in Business
spouse
20
Matthew Grant Beutler
Business Mix
Children
Asset Management, Annuities and Insurance
Brandon, McClain, Kendall, Claire and Eden
Education
2021 Accomplishments
Brigham Young University Hawaii and Utah
I became an Abuelita (we are in Mex) to a beautiful six month old baby named
Rayland Rose and hiked the Salkantay Trail to Machu Picchu for the third time. Goals for 2022
Reestablish an in office presence with a hybrid remote working environment for more time to enjoy family and hobbies. Favorite Business or Life Advice
If you can be anything, be kind.
21
THOMAS NEE
Office Location
Spouse
Wakefield, MA
Ellen
Years in Business
Children
27
Ryan - 23, Connor - 20,
Business Mix
Tucker - 17
Managed Money
2021 Accomplishments
Education
We had our best year.
Merrimack College, Andover Massachusetts
Goals for 2022
Previous Broker/Dealer
National Planning Corp
“There are two things you can control, your Actions and your Attitude”.
I want to implement a Rainmakers model that Mike Labrie and I will be responsible for bringing in
Goals for 2022
Richmond, VA
Designations
AIF, CFP®
Get back to running half marathons.
Spouse
Favorite Business or Life
Kelly
Advice
Business Mix
85% Advisory, 15% Annuity Education
BA from Albany State Previous Broker/Dealer
NPC
22
Favorite Business or Life Advice
Professional
28
ZOE NG
We are revamping our marketing system to do this.
Office Location
Years in Business
KEVIN NENTWICH
future clients to provide lead flow to our advisors.
Children
Nicole, Rachel and Kevin 2021 Accomplishments
Don’t sacrifice your life for your business. Use your business to create the life you want.
Grew the firm by adding great team members!
Office Location
Previous Broker/Dealer
Goals for 2022
Pleasanton, CA
NPC
Years in Business
Spouse
Stay safe and healthy help people.
20
Norman Yeung
Business Mix
Children
RILA, Structured Products, Alternatives, Advisory, Insurance
Audrey Yeung, Ingrid Yeung
Education
Bachelor in Business Administration
2021 Accomplishments
IFG Elite Advisor Two Million Member, MDRT Top Of the Table, recruited new good staff.
Favorite Business or Life Advice
Be grateful.
DENIS OBRIEN
Office Location
Previous Broker/Dealer
Goals for 2022
Mystic, CT
Advest
Years in Business
Spouse
Move office, hire admin, expand radio coverage, lose 20lbs.
40
Lori
Business Mix
Children
Fee based 50%, rest agency 50% commission
Cutter Justin Beau
Education
MBA Binghamton University
Grew business 35%, hired son who become registered, put in redtail and asset map.
Office Location
Previous Broker/Dealer
Goals for 2022
San Rafael, CA
Securities America
To be more like Wally.
Years in Business
Spouse
Favorite Business or Life
26
Liz
Advice
Business Mix
Children
Loans, Investments, Insurance
Spencer and Payton
2021 Accomplishments
Favorite Business or Life Advice
We believe in helping anyone who asks because of oath of Christian outreach no matter if they can pay or not.
Showing up is 90%.
2021 Accomplishments
2nd home on Mission Beach, San Diego.
GREGORY O’DONNELL
Office Location
Professional Designations
Annapolis, MD
CFP®, CRPC, BFA
Years in Business
Spouse
20
Sabrina
Business Mix
Children
80% Fee-Based, 20% Annuities
Patrick -11, Evangeline - 9, Everett - 7 and Amelia - 4
Education
Villanova University
GREGORY OSTROWSKI
Previous Broker/Dealer
SII Investments, Inc
2021 Accomplishments
Favorite Business or Life Advice
“Sometimes all you need is twenty seconds of insane courage, just literally twenty seconds of embarrassing bravery. And I promise you, something great will come of it”.
$1 mil + AUM and more consistent exercise regimen! Goals for 2022
Direction over speed. Level up every day. 23
Office Location
Previous Broker/Dealer
Goals for 2022
Reno, NV
First Allied Securities
Years in Business
Professional
Balance business and personal goals more successfully.
40
Designations
Favorite Business or Life
CWS
Advice
Business Mix
100% Stocks, Bonds, Etf’s Education
THOMAS OTTEN
A.S. Degree
AMRISH PATEL
Increased AUM and negotiated a new office space/lease.
Previous Broker/Dealer
Goals for 2022
Basking Ridge, NJ
First Allied
Years in Business
Professional Designations
31
CWS, PPC, Ed Slott Master Elite IRA Advisor
Grow the business 25%, going on a 15 day cruise of a lifetime (Athens, Egypt, Israel, Turkey,Sicily, Naples & Rome). Favorite Business or Life
Holistic wealth management with focus on Cash flow and tax mitigation
Spouse
Education
Isabel & Natalie
“We are drowning in information, while starving for Wisdom”.
BS from Norwich University Military College of Vermont
2021 Accomplishments
- J. Naismitt
Office Location
Previous Broker/Dealer
Scottsdale, AZ
Mass Mutual
Years in Business
Spouse
20
Beena (Pharmacist)
Business Mix
Children
Comprehensive wealth management including the advanced state and TAX strategies and business consulting
Nisarg (DDS, MD) - OMF Surgeon - Harvard (UCSF)
Education
B.E. Mechanical Engineering M.E. Industrial Engineering
24
Never give up.
Office Location
Business Mix
WALLY PARDO
2021 Accomplishments
Suzanne Children
Advice
Million dollar producer… I am nothing without my Family and my WFP Team.
Malhar (EE-CS) - UC Berkeley 2021 Accomplishments
Working from home provided ample opportunities to learn and teach. Self-satisfaction on coaching the high school
students in business, finance, and investments. Goals for 2022
Business goal: Automate the business processes and crosstrain. Personal: Health/exercise time management and learn cooking. Favorite Business or Life Advice
Respect every client and be humble in advice. Enjoy giving more than taking.
Office Location
Professional Designations
Bellingham, WA
PPC
Years in Business
spouse
34
Shellie
Business Mix
Children
Investment Planning and Employee Benefits
Jackson (Hannah, 1st grandkid Burke!), Davis (Laura), Dawson
Education
JD PHILLIPS
BA Business: Western WA University Previous Broker/Dealer
1717 Capital Mgmt
PETER PRESCOTT
Goals for 2022
Travel again! Shellie retired from teaching! Favorite Business or Life Advice
Ecclesiastes 3:12-13
2021 Accomplishments
Davis and Laura wedding in August at our house. Baby Burke arrived 9/5/21!
Office Location
Professional Designations
Favorite Business or Life
Chevy Chase, MD
CFP®
Advice
Years in Business
spouse
28
Terri
Business Mix
Children
Fees 90%, Trails 10%
Karri Dvir, Leslie Plotkin, Elon Plotkin
Education
SHIMSHON PLOTKIN
Dawson graduated from GU-go Zags!
BS Electrical Engineering, BS Mechanical Engineering and MS Industrial Management
Prepare your team to be able to take over when you are ready to retire. Your clients and team will all love it and your financial reward will be optimal!
2021 Accomplishments
Our Management Fee Business was up 20%.
Previous Broker/Dealer
Goals for 2022
Pacific West Securities
Increase our annual Management Fee income to $2,000,000.00.
Office Location
Previous Broker/Dealer
Goals for 2022
San Juan Capistrano, CA
Wherever Dave Fischer works
Years in Business
Professional Designations
25 years as a Financial Planner
AIF, CPA, PFP, PFS
Integrate my son, Grant, into my practice. Stop doing so much work and learn to implement systems and delegation.
Business Mix
spouse
Managed Money, Variable Annuities, Alternative Investments, Retirement Plans, Benefits, Insurance and CPA Practice
Margie
Education
BS Bus Admin - UC Berkeley, Masters Taxation - Golden Gate University
2021 Accomplishments
A lot to feel blessed for: Last child graduated college and it is working; middle son moved back and joined my practice and oldest son had our first grandchild.
Favorite Business or Life Advice
Everyone’s strengths are their weakness.
25
MARK ROTHSTEIN
BILL RYAN
Office Location
Previous Broker/Dealer
Los Angeles, CA
LPL
Years in Business
Professional Designations
39
CFP®
Business Mix
Spouse
Taxes, Financial Asset Allocation
Monique
Education
Ariela, Eliyana
B.S. Syracuse University
2021 Accomplishments
2nd home -- Idaho.
Office Location
Previous Broker/Dealer
Laguna Niguel, CA
Transamerica
Years in Business
Spouse
31
Marie
Business Mix
Children
Brokerage, Annuity, 401k, Life Insurance
Emily Claire, Kate Marie, Danielle Elizabeth
Education
2021 Accomplishments
Mater Dei HS
Celebrated 25 years of marriage to Marie...Off to Paris!
Golden West College
Nationwide radio/TV/self education-web. Favorite Business or Life Advice
High energy with clear focus - with massive action modeling successful winners.
Surfed a 700 yard, perfect wave for 4 hours . . . . Goals for 2022
Health, faith, family, others. Favorite Business or Life Advice
Wake early, work hard, strike oil. (J. Paul Getty) . . . More of you, less of me.
Previous Broker/Dealer
Goals for 2022
Minden, NV
Securities America
Grow AUM by at least 10%.
Spouse
Favorite Business or Life Advice
29 Business Mix
Managed money, REITs and FIxed Indexed Annuities Education
26
Goals for 2022
Office Location Years in Business
JON SANCHEZ
Children
Learning/modeling successful radio,TV, web business.
BS Business
Megan Children
Brooke, Bret, Bailey, Kadence 2021 Accomplishments
Achieved great work/life balance.
Quitters never win and winners never quit.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Delafield, WI
Advisor Group - Sagepoint Financial
Placed 66,000,000 in new assets.
spouse
Goals for 2022
Debra
Place over 50 million in new business.
Years in Business
40 Business Mix
Focus on small business owners using a combination of fee based accounts, alternative investments and life insurance
JEFF SENGLAUB
Daughter’s Christy and Jessie, my son in law Adam and Charlotte (our granddaughter)
Favorite Business or Life Advice
Office Location
Previous Broker/Dealer
Goals for 2022
Delafield, WI
Advisor Group - Sagepoint Financial
Get out duck hunting more than I did in 2021.
Spouse
Peggy
Favorite Business or Life Advice
CHILDREN
Strive to live a holy life.
Education
38 Business Mix
Advisory and brokerage Education
HERBERT SHIRAISHI
Using the Financial Plan as a tool for success.
Bryant and Stratton Associates degree in Marketing
Years in Business
JIM SENGLAUB
Children
BBA - Marquette University
Michael, Kyle, Brendan and Paul 2021 Accomplishments
Took my wife and sons to Hawaii. Thanks IFG!
Office Location
Previous Broker/Dealer
Goals for 2022
Honolulu, HI
United Planners
Years in Business
Spouse
25+
Georgianne Shiraishi
To build a stable financial practice for the next generation.
Business Mix
Children
60% Advisory, 30% Brokerage, 10% Insurance
Anne, James, and Daniel Shiraishi
Education
2021 Accomplishments
University of Hawaii, Manoa
Grateful to be profitable and stable throughout the whole year.
Finance
Favorite Business or Life Advice
Everything you say can be said with respect or disrespect. Chose to say it with respect.
27
BRIAN SOLOMON
JAY SPRINKEL
LARRY STECKLER
Office Location
Previous Broker/Dealer
Goals for 2022
Encinitas, CA
LPL
Years in Business
Spouse
34
Kimara
Continue to grow business at a 10% plus rate. Stay active with exercise, Yoga, Surfing, golf!
Business Mix
Children
75% Advisory, 10% Alts, 15% Annuities/Insurance
Caitlin, Andrew, Cassidy
Education
Biggest year yet.
BS Business Admin, USD
Office Location
Previous Broker/Dealer
Favorite Business or Life
Annapolis, MD
SII
Advice
Years in Business
Professional
20
Designations
Business Mix
CRPC
70% Fee-Based, 30% Commission
Spouse
Just because something pops into your head, doesn’t mean it should come out of your mouth.
Education
Children
BA, Business and Economics Randolph Macon College
Ava, Emerson, Declan, Finlay, Silas, and Poppy
Office Location
Professional Designations
Poway, CA
CFP®
Years in Business
Spouse
26
Laurie McKee
Business Mix
2021 Accomplishments
50% advisory, 35% annuity, 10% alternatives, 5% insurance
Practice took a tremendous leap forward - really like the team we have built.
Education
MsBA - Financial and Tax Planning, SDSU Previous Broker/Dealer
QA3 28
2021 Accomplishments
Katharine
Goals for 2022
Complete business, continuation and succession plan. Attend Daughter Kelli/ Max wedding in March.
Attend daughter Traci SDSU graduation with Masters in Homeland Security. Spend more quality time with my wife Laurie and dogs - Luna and Maya. Favorite Business or Life Advice
Business and Life value proposition - To empower those I am connected to through knowledge/guidance to transform their lives.
STEVEN SUTLEY
Office Location
Previous Broker/Dealer
Goals for 2022
New York, NY
Financial Network
Years in Business
Professional Designations
Grow bottom line revenue by 20%.
26
AIF
Business Mix
Spouse
90% Advisory, 5% Alternative, 5% Insurance
Erin
Education
Trevor and Gavin
BS Business Administration
JOYCE THOMAS
Favorite Business or Life Advice
Swing hot or swing cold, never lukewarm.
2021 Accomplishments
Moved to NYC. I produced over 1 million in GDC.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Annapolis, MD
SII
$1,000,000 GDC.
Years in Business
Professional Designations
Goals for 2022
17
AIF, CFP®, ChFEBC, CRPC, RICP
To make life easier.
Fee-based, Annuities, Insurance
spouse
Advice
Aliyah
Education
Children
Don’t tell people your plans. Show them your results.
Towson University
Wren
Office Location
Education
Goals for 2022
San Gabriel, CA
Master’s Degree
Years in Business
Previous Broker/Dealer
25+
Voya Financial Advisors, Inc
Continue to provide excellent service to my clients, travel to new destinations, give to charity.
Business Mix
2021 Accomplishments
Retirement planning, Advisory and Investment services, Life Insurance
Maintained strong relationships with my clients, received more client referrals.
Business Mix
JONATHAN SZOSTEK
Children
Spend more time with friends and family.
Favorite Business or Life
Favorite Business or Life Advice
Health, Wealth, and Happiness.
29
Office Location
Previous Broker/Dealer
Favorite Business or Life
Wichita, KS
Edward Jones
Advice
Years in Business
Children
20
Julia - 23, Maya -16, Gage -12, Leilony - 5
Aggressively seize opportunities in down markets.
Business Mix
TONY THOMAS
Stocks, Mutual Funds, ETF’s, Tax Free Bonds
2021 Accomplishments
Education
Goals for 2022
Wichita State University
30 Million in new assets and reach 1 million GDC.
Office Location
Professional Designations
Los Angeles, CA Years in Business
25 Business Mix
JACOB TUJIAN
30
PFP Spouse
Tamar
Hire more help for the office and start using their office streamlining and technology recommendations. Goals for 2022
Delegate more. Automate more. Continue healthy living/exercising. Travel more. Enjoy working from various locations.
Managed money, 1031 exchanges into DST’s, mutual funds and variable annuities
Children
Education
Sentra Securities
Celebrate 60th Birthday with my wife Tamar and great friends and family in Armenia. Have an amazing business year while helping my clients.
Office Location
Previous Broker/Dealer
Children
Dallas, TX
Cambridge Legacy Securities
Hannah and Samuel
Years in Business
Professional Designations
42
CFP®
Education
Spouse
BBA; MS, Financial Planning
Ramona
Wharton School of Business Previous Broker/Dealer
JERRY TUMA
Qualified for our first IFG Trip.
Arsen, Alec and Ari 2021 Accomplishments
Favorite Business or Life Advice
Live an overall healthy life and age gracefully!
ROHIN ULLBERG
CHRISTOPHER VIZZI
Office Location
Previous Broker/Dealer
Flossmoor, IL
SII
Years in Business
Professional Designations
33
ChFc, CLU, CWS
Business Mix
Spouse
Managed Money, Mutual Funds And Annuities, Life Insurance
Diane Wallander Steven, Wyatt
Goals for 2022
I want to move into my new home office, and step away completely from the day to day operations and focus on client relationships.
2021 Accomplishments
Favorite Business or Life Advice
I hired my first partner/future business owner Robert Heitz. I
Remember to be grateful for everyone in your life.
Office Location
Professional
Newport Beach, CA
Designations
but one of the most fun experiences I have ever had.
Years in Business
CFP®
Goals for 2022
17
Spouse
Business Mix
Candice
Spend more time with my family.
Managed, Alts, Insurance
Children
Education
Callie - 8, Cruz - 6, Campbell 4, Coco - 1
Education
B.S. in Biology
University of California, Santa Barbara
2021 Accomplishments
Favorite Business or Life Advice
Iron sharpens iron, surround yourself with peolpe that make you better.
MCL Financial
Coached my son’s flag football team, made it to the championship game (lost),
Office Location
Professional
Goals for 2022
Holladay, UT
Designations
AIF, CPA
Transition into Retirement and buy a Tritoon.
Spouse
Favorite Business or Life
Marianne
Advice
Children
Seek ye first the Kingdom of God and His Righteousness.
Previous Broker/Dealer
Years in Business
35 Business Mix
65% Money mgmt., 25% DPP’s and 10% Income tax prep
ROBERT VONDERHARR
Children
developed a strategy to work with my clients children, and i built my new home office.
Education
BA: Accounting Previous Broker/Dealer
Omni
(4) Raechel, Luke, Robb and Vanessa 2021 Accomplishments
Grew base and increased client investment in apartment developments. 31
Office Location
Professional Designations
Goals for 2022
Holladay, UT
CPA
Years in Business
Spouse
20
Megan
Take weekends off and transition to ensemble practice with sons.
Business Mix
Children
Tax, Advisory, Brokerage
5, 3 daughters-in-law, and 4 grandchildren
Education
RICH WAGNER
BS/MAcc - Taxation Previous Broker/Dealer
Omni
SHAWN WALKER
CHARLES WAREHAM
32
2021 Accomplishments
Favorite Business or Life Advice
Always, do the right thing and do for others what you would do for yourself.
2 new grandchildren, new larger office, and another son joining the business.
Office Location
Previous Broker/Dealer
2021 Accomplishments
Annapolis, MD
SII
Improved on 2020.
Years in Business
Professional Designations
Goals for 2022
23
CFP®, CRPC
Improve on 2021.
Business Mix
Spouse
Favorite Business or Life
90% Fee Based, 10% Annuities
Amy
Advice
Education
Luke, Alex, and Gwen
Children
Be Balanced.
BA, Economics
Office Location
Previous Broker/Dealer
Hartford, CT
LPL
Years in Business
spouse
30
Nicole
Business Mix
Children
Mostly mutual funds and ETFs, but some wealth management and annuities and insurance
Logan - sophmore at Penn State - fourth generation Nittany Lion!
Education
Highest grossing year ever, up nearly 52% over last year.
Penn State class of 1987
2021 Accomplishments
Purchased Maserati Gran Turismo to say “thank you” to myself and drove it really fast. Goals for 2022
Try not to screw anything up. Try not to break the Maserati. Favorite Business or Life Advice
The more I talk about something, the more it starts to happen. Maybe not on schedule, but it happens.
Office Location
spouse
Sacramento, CA
Jennifer
Years in Business
Children
29
Aidan and Blake
Business Mix
2021 Accomplishments
90% Managed Money 10% Direct Business
Remodeled our office, grew revenue, continued to adjust to a more virtual work life with clients. On the personal side, I returned to endurance sports completing an Olympic Distance Triathlon, a Half Marathon, and a Full Marathon. I officiated my first
Education
BRYAN WERTZER
BA California State University, Sacramento Previous Broker/Dealer
Financial Network
Office Location
Arcadia, CA Years in Business
40 Business Mix
WAYNE WILLIAMS
DEAN WILSON
230 Advisor Accounts Fee only. Mutual Funds with commissions. Annuities with commissions
Master Degree in School Administration USC & CFP in Phoenix Previous Broker/Dealer
Girard Securities Professional Designations
School of Hard Knocks Bach Spouse
wedding for a good friend here in Sayulita. Goals for 2022
Continue to grow revenue by increasing efficiencies in the office. Continue to compete in endurance sports. Favorite Business or Life Advice
Don’t be afraid to embrace change! In business “if it isn’t broken, fix it anyway”.
Goals for 2022
Be the best I can be! Favorite Business or Life Advice
Going the extra mile to serve the real needs of our clients. SHARING THE LOVE OF GOD and what JESUS has done for ALL of us.
Suzanne
Education
2021 Accomplishments
Bachelor of Christian Education BIOLA University,
Sold Half of the Business for $1.000,000.00.
Office Location
Previous Broker/Dealer
Goals for 2022
Sedona, AZ
Commonwealth
750K GDC.
Years in Business
Spouse
Favorite Business or Life
35
Tara Sholle
Advice
Business Mix
Children
Financial Planning
Hannah and Abbey
Education
2021 Accomplishments
BS Business Mgt
Getting through the pandemic!
Do good things for people!
33
Office Location
Previous Broker/Dealer
2021 Accomplishments
New York, NY
National Planning
Years in Business
Professional
Transitioned 2 sons into my practice.
36
Designations
Goals for 2022
CFP®
Keep on doing what I am doing.
Business Mix
FRANK WONG
Financial and Retirement Planning
Spouse
Education
Children
BS Business Administration Syracuse University
3
Office Location
Previous Broker/Dealer
Goals for 2022
San Diego, CA
AIG - Sentra Securities
Years in Business
Professional Designations
35
CDFA, CFP®
Business Mix
Spouse
Enjoy the wonders of the world, let those that I love know so every day, and grow closer to god. On a business side I would like to improve my verbal contact with my client base.
90% managed money, 10% Other Education
JAY WURTZLER
BSBA Xavier University 1985 Certified Financial Planner 1990 Certified Divorce Financial Analyst 2019
Children
Blake and Morgan 2021 Accomplishments
Made it through one of the toughest emotional years in my life.
Spouse
Alameda, CA
Rose Penelope
Years in Business
Children
32
James Raphael
Business Mix
2021 Accomplishments
90% retirement plans, 10% individual clients MBA
Advised 90 retirement plans across the US while maintaining my sanity. Celebrated the DOL ruling on ESG investments. We championed this effort in 2020.
Previous Broker/Dealer
Goals for 2022
LPL
Collaborate with wealth advisors on retirement plan opportunities as 401k regulations become even more pronounced. Expand my 3(38)
Professional Designations
CHSA, CPFA®, C(k)P®, CSRIC®, NQPA 34
Erica
Office Location
Education
TIMOTHY YEE
Natalie
Favorite Business or Life Advice
Develop a plan and stick to it.
Favorite Business or Life Advice
Always act in the best interest of others.
fiduciary practice with financial advisors. Establish myself as a thought leader in the ESG and retirement plan space. Repeat as an Elite Advisor while working smarter. Favorite Business or Life Advice
“Life should not be a journey to the grave with the intention of arriving safely in a pretty and well preserved body, but rather to skid in broadside in a cloud of smoke, thoroughly used up, totally worn out, and loudly proclaiming “Wow! What a Ride!”
ELITE ADVISORS CONTACT LIST
Kyle Addington (602) 441-9441 1616 N Litchfield Road, #260 Goodyear, AZ 85395
Brent Burr (925) 676-6007 367 Civic Drive, Suite 2 Pleasant Hill, CA 94523
(972) 393-3413 711 Burnet Street, Coppell, TX 75019
Sean Agahi (925) 244-6604 5005 Windplay Drive, Suite 4 El Dorado Hills, CA, 95762
Yvonne Cabral (713) 659-2380 700 Milam Street, Suite #1300 Houston, TX 77002
Cindy Couyoumjian (714) 210-0549 15145 Woodlawn Ave, Suite 100 Tustin, CA 92780
Ryan Ansted (410) 573-5700 1906 Towne Centre Blvd, Ste. 260 Annapolis, MD 21401
Stephen Carlton (952) 844-0039 7825 Washington Ave South, Suite 410 Bloomington, MN 55439
Ari Crandall (858) 668-0776 12531 High Bluff Drive, #110 San Diego, CA 92130
Ian Arrowsmith (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
James Chang (240) 479-2688 15245 Shady Grove Road, Suite 310 Rockville, MD 20850
DaNNY Dougherty (651)400-1692 103 Marty Drive, Suite 101 Buffalo, MN 55313
Kirk Badii
Michael Childs * (419) 445-5000 219 N. Defiance Street, Archbold, OH 43502
Dillon Dougherty (651) 400-1922 103 Marty Drive, Suite 101 Buffalo, MN 55313
Blake Bonner (806) 418-2352 7629 Hillside Road, Suite 100 Amarillo, TX 79119
Kelly Clyde * (877) 922-7242 4041 Macarthur Blvd, Suite 240 Newport Beach, CA 92660
Ittai Dvir (301) 779-5801 8001 Overhill Road, Bethesda, MD 20814
Pat Brennan (858) 552-6960 8910 University Center Lane, Suite 150 San Diego, CA 92122
Craig Cohn (858) 925-8352 16870 W. Bernardo Drive, Suite 380 San Diego, CA 92127
Mark Ealy (760) 994-4039 2035 Corte Del Nogal Suite 150 Carlsbad, CA 92011
(310) 846-8362 550 Reserve Street, #250 Southlake, TX 76092
* NOT ATTENDING
Karl Cole
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Jay Eng (310) 375-0909 25500 Hawthorne Blvd, Suite 1250 Torrance, CA 90505
David Herman * (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Michael Hyat (858) 676-3322 12730 High Bluff Drive, Suite 120 San Diego, CA 92130
Jeff Fisher (949) 248-8800 31461 Rancho Viejo Road, #104a San Juan Capistrano, CA 92675
Bob Hill (949) 388-4455 30448 Rancho Viejo Road, Suite 180 San Juan Capistrano, CA 92675
Richard Kasher (847) 380-7121 1375 E Woodfield Road, Suite 230/240 Schaumburg, IL 60173
Chris Geary (804) 377-9498 2104 West Laburnum Ave, Suite 101 Richmond, VA 23227
Rachel Hoang * (310) 706-4033 1500 Rosecrans Ave, #500 Manhattan Beach, CA 90266
Kathy Keadle (866) 678-3770 3714 Executive Center Drive, Martinez, GA 30907
Stewart Ginn (760) 635-3494 1340 Hygeia Ave, Encinitas, CA 92024
Joel Hooper (541) 440-6868 2192 Ne Stephens Street Roseburg, OR 97470
Michael Killeen (925) 671-5410 367 Civic Drive, Suite 2 Pleasant Hill, CA 94523
Joshua Goldsmith * (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Lawrence Huh * (585) 397-7642 345 Woodcliff Drive, 1st Floor Fairport, NY 14450
Diane Kimbro (949) 556-9772 825 Colorado Blvd, Suite 201 Los Angeles, CA 90041
Loren Grabau (805) 354-7250 2646 Santa Maria Way, Suite 104 Santa Maria, CA 93455
Mary Huntley (928) 567-9512 51 W Hollamon Street, Camp Verde, AZ 86322
Josh Koehnen (619) 501-1184 12531 High Bluff Drive, #110 San Diego, CA 92130
eLIte AdvISOrS COntACt LISt
Rich Krafcik (804) 272-8272 9011 Arboretum Parkway, Suite 180 Richmond, VA 23236
John Lee (925) 225-3688 4305 Hacienda Drive, Suite 360 Pleasanton, CA 94588
John McKeon (360) 652-4244 1507 172ND Street NE, Ste 201 Marysville, WA 98271
Mary B. Kusske (952) 895-6963 11980 Portland Ave S, Burnsville, MN 55337
Mike Lincoln * (858) 793-4440 12555 High Bluff Drive, Suite 305 San Diego, CA 92130
Bobb Meckenstock (785) 625-5601 1407 Main Street, Hays, KS 67601
Brett Kusske (952) 895-6963 11980 Portland Ave S, Burnsville, MN 55337
Brian Lockett * (425) 778-6160 3500-188th Street Sw, Suite 102 Lynnwood, WA 98037
Deepen Modi (847)559-0983 2455 Vicki Lane, #100 Northbrook, IL 60062
Michael LaBrie (781) 246-1433 Michael 500 Edgewater Drive, #565 Wakefield, MA 1880
AnNa Luke (818) 846-8092 3811 West Burbank Blvd, Burbank, CA 91501
Art Molloy (858) 552-6960 8910 University Center Lane, Suite 150 San Diego, CA 92122
Jennifer Langstaff (805) 226-0445 565 8th Street, Paso Robles, CA 93446
Scott Machen (916) 526-2680 2377 Gold Meadow Way, Suite 173 Gold River, CA 95670
Dennis Morgan (610) 524-7078 237 W Lincoln Highway, Exton, PA 19341
Josh Lee (206) 525-1212 155 Ne 100th Street, Suite 403 Seattle, WA 98125
Timothy McFall (425) 576-1040 100 State Street South, Kirkland, WA 98033
Kelly Morris (760) 931-4882 701 Palomar Airport Road, Suite 300 Carlsbad, CA 92011
* NOT ATTENDING
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Thomas Nee (781) 246-1433 500 Edgewater Drive, #565 Wakefield, MA 1880
WalLY Pardo (877) 714-2362 22 Church Street, Box 60 Liberty Corner, NJ 7938
Jon Sanchez * (775) 800-1801 1645 Highway 395, Minden, NV 89423
Kevin Nentwich (804) 377-9498 2104 W Laburnum Avenue, Suite 101 Richmond, VA 23227
Amrish Patel (480) 336-3456 8777 N. Gainey Center Drive, Suite 161 Scottsdale, AZ 85258
Jeff Senglaub * (262) 646-4466 3960 Hillside Drive, Suite 201 Delafield, WI 53018
Zoe Ng (925) 225-3688 4305 Hacienda Drive, Ste. 360 Pleasanton, CA 94588
JD Phillips (360) 398-9224 1292 E Axton Road, Bellingham, WA 98226
JIM Senglaub (262) 646-4466 3960 Hillside Drive, Suite 201 Delafield, WI 53018
Denis Obrien (860) 415-9614 232 Greenmanville Avenue, Mystic, CT 6355
Shimshon Plotkin * (301) 907-9790 500 Se Mizner Blvd, A506 Boca Raton, FL 33432
Herbert Shiraishi (808) 951-7185 1585 Kapioloani Blvd, #928 Honolulu, HI 96814
Gregory O’Donnell (415) 758-6331 1101 Fifth Avenue, Suite 150 San Rafael, CA 94901
Peter Prescott (949) 248-9815 30950 Rancho Viejo Road, Suite 100 San Juan Capistrano, CA
Brian Solomon (760) 436-1985 531 Encinitas Blvd, Suite 200 Encinitas, CA 92024
Gregory Ostrowski (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Mark Rothstein (310) 414-1500 2145 W. Verona Drive, Meridian, ID 83646
Jay Sprinkel * (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Thomas Otten (775) 284-8744 5250 S Virginia Street, Suite 330 Reno, NV 89502
BILL Ryan (949) 365-5855 28202 Cabot Road, Suite 300 Laguna Niguel, CA 2677
Larry Steckler (858) 513-8445 14259 Danielson Street, Poway, CA 92064
eLIte AdvISOrS COntACt LISt
Steven Sutley (916) 438-6700 1230 Park Avenue, Apt. 11e New York, NY 10128
Christopher Vizzi * (877) 922-7242 4041 Macarthur Blvd, Suite 240 Newport Beach, CA 92660
Dean Wilson (928) 340-1061 125 Frisco Trail Sedona, AZ 86351
Jonathan Szostek (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Robert Vonderharr (801) 484-6004 2120 East 3900 South, Suite 301 Holladay, UT 84124
Frank Wong (212) 938-7565 1 Dewolf Road, Suite 103a Old Tappan, NJ 7675
Joyce Thomas (626) 292-7218 142 N San Gabriel Blvd, #b San Gabriel, CA 91775
Rich Wagner (801) 484-6004 2120 East 3900 South, Suite. 301 Holladay, UT 84124
Jay Wurtzler (858) 552-6960 8910 University Center Lane, Suite150 San Diego, CA 92122
Tony Thomas * (316) 358-9280 8404 W 13th Street. N, Suite 130 Wichita, KS 67212
Shawn Walker (410) 573-5700 1906 Towne Centre Blvd, Suite 260 Annapolis, MD 21401
Timothy Yee (510) 638-6331 1030 Marina Village Parkway, P13 Alameda, CA 94501
Jacob Tujian (626) 243-1317 825 Colorado Blvd, Suite 201 Los Angeles, CA 90041
Charles Wareham * (860) 218-2048 750 Main Street, Suite 400 Hartford, CT 6103
Jerry Tuma * (972) 241-7107 4851 Lbj Fwy, Suite 1175 Dallas, TX 75244
Bryan Wertzer (916) 438-6700 9700 Business Park Drive, Suite 204 Sacramento, CA 95827
Rohin Ullberg (708) 922-0505 1835 Dixie Hwy, Suite 101 Flossmoor, IL 60422
Wayne Williams (626) 294-4728 255 E. Santa Clara Street, Suite 300 Arcadia, CA 91006
* NOT ATTENDING
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