Taylor Schulte, CFP® is founder and CEO of Define Financial, responsible for company’s vision, strategy and execution. Schulte is passionate about helping clients create successful financial plans, accumulate wealth and plan for retirement. While he works with a range of individuals and small businesses, Schulte has a keen understanding of young professionals’ financial needs and infuses industry-leading technology into his practice to optimize client results and experience. Prior to founding Define Financial in early 2014, Schulte served as a financial advisor at Morgan Stanley and launched the San Diego operations for Beverly Hills Wealth Management, where he spent two years growing his client base. Just recently, Schulte was honored with the 2015 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego and the 2015 Metro Movers award, which recognizes professionals making outstanding contributions to their professions. He has been featured in a number of national and local publications, including The Wall Street Journal, MainStreet.com, AdviceIQ, Bloomberg News, San Diego Business Journal and San Diego Magazine. Schulte holds a Bachelor of Science degree in Business Management from the University of Arizona and an Executive Financial Planner Advanced Certificate from San Diego State University. He holds the CFP® designation, exemplifying his commitment to the highest standards of integrity and professionalism in the industry, and is a member of the Financial Planning Association. When he isn't busy developing customized financial plans to ensure his clients’ success, Schulte enjoys traveling with his wife, playing golf and discovering new restaurants in his hometown of San Diego. He also regularly contributes to the San Diego Downtown News.…show more
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Since 2001, Dale Terwedo has married his passion for flying with his desire to make a difference in the lives of others by volunteering his time and resources to Angel Flight. Angel Flight is a non-profit charitable organization of pilots and volunteers who provide transportation to those who are financially distressed or have a time-critical medical condition. Many of Dale’s qualities as a volunteer pilot apply to his work as a financial advisor. Precision and logic enable him to assist clients in making smart decisions about their money so they can pursue what is most important to them. Those who join the Terwedo Financial Services client family can expect mutual respect, open communication and a collaborative approach in Dale’s professional relationships. His investment approach takes into account long-term financial growth, values-based investing and a balanced approach to risk management. He is a true advocate for clients and provides valuable insight acquired over 30 years in the financial services industry. Life-long learning is essential to adding value for clients. Dale continues to pursue opportunities to expand his knowledge and expertise in order to better serve clients. Dale entered the financial services industry in 1983. All that Dale has achieved in his career and personal pursuits has been through hard work and perseverance. His strong work ethic and integrity may benefit clients in a variety of ways. One of the additional benefits of working with Terwedo Financial Services, LLC, is the large network of respected professionals, including accountants, mortgage brokers, insurance agents, realtors, attorneys, and others which Dale can bring in to provide additional help and advice, allowing for your financial plan to sync and harmonize with other aspects of your life, as well. Dale Terwedo's background and achievements: - Qualifications: CERTIFIED FINANCIAL PLANNERTM Professional; Chartered Financial Consultant®; Chartered Life Underwriter®; ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM Designee; Securities registrations—6, 7, 22, 24, 63, 65 - Honors: 2008 Small Business Executive of the Year - South Snohomish County Chamber of Commerce; 2008 Edmonds Citizen of the Year; 2004 Wings of an Angel Award3 - Industry & Community Involvement: Estate Planning Council of Seattle; National Association of Insurance and Financial Advisors (NAIFA); Financial Planning Association; Northwest Family Business Advisors; Society of CLU/ChFC; Edmonds Daybreakers Rotary, Foundation Committee; Rotary International; Trinity Foundation, Chairman; South Snohomish County Chamber of Commerce; Edmonds Chamber of Commerce; Lake Chelan Chamber of Commerce Dale has been married to Tara for 30 years. They have two sons, Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities and super oval racing. Dale and Tara take pride in leading by example and making a positive impact in the world. The Terwedos volunteer in their church and are actively involved in various boards and organizations in the communities of Seattle and Lake Chelan. For several years, Dale assisted with meals programs for the needy. He was Chairman of the Board for the Lutheran Compass Center, an organization working with the homeless in Seattle and Chairman of his local church. He has worked with the Fred Hutchinson Cancer Research Center, Red Cross and assisted local law enforcement during severe weather events. Dale and his wife have assisted for several years in fundraising for the Pediatric Brain Tumor Foundation. Over the course of his career, Dale Terwedo has earned numerous honors for his character, commitment to others, and professionalism (listed above). Dale has a genuine nature that you truly get what you see. He is a loyal friend, devoted father, experienced advisor, loving husband and inquisitive adventurer.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Jason is a Financial Advisor with Northwestern Mutual Financial Network and has been involved in the financial services industry since 2005. While at the University of Maryland (College Park), Jason interned at Smith Barney in their Global Wealth Management Division and was a summer analyst at the InCap Group, Inc. in their Capital Markets Division. He joined our team in 2009 from Morgan Stanley Smith Barney. Jason holds his Series 7, 31 and 66 securities licenses, as well as, the Maryland life and health insurance license.…show more
Specialties: Asset Management‚ Business Insurance‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
I grew up in Manalapan, NJ and attended the University of Maryland at College Park, receiving a B.A. in Economics. I have many long-lasting memories of working with my father at his small business, learning some priceless lessons over the years. Some of my favorite activities include spending time with my family in New Jersey (when I can), finding unique items at thrift stores, attending a yearly trip with my friends to the Outer Banks, and watching the New York Giants and Yankees. I have passed my Series 7 and Series 66 exams.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Retirement Planning
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
After obtaining an MBA in Finance from The Wharton School of Buiness, I was a consultant that helped executives at FORTUNE 500 firms craft business and profit improvement plans. This business and financial planning experience honed my ability to help clients set goals, develop priorities, and create wealth-building action plans. After careful consideration, I left business financial planning and transitioned to individual wealth planning. We use many of the tools used in business planning such as goal setting, cash-flow analysis, action plans, and monthly review meetings to help individuals grow, protect, and enjoy their wealth. We call ourselves consultants because we are the combination of being relationship and analytically oriented. Our goal at 4-C is to help our clients foresee their financial future through: - Comprehensive wealth planning - Customized to each client's needs - Caring - Conservative bias Hopefully our firm will help you with your financial future!…show more
Specialties: Business Insurance‚ Comprehensive Financial Planning‚ Estate Planning
10880 Baur Boulevard Suite 108, Saint Louis, MO 63132
I work with my clients to define their financial goals and objectives, review the present state of their financial health, identify gaps and offer strategies to help address the shortfalls. Insurance Licensed in: Idaho, Oregon Securities Licensed in: Idaho, Oregon, Washington Registered representative of securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. STRIVE Wealth & Protection Planning LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security, or issuer. Third party posts do not reflect views of STRIVE Wealth & Protection Planning LLC and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by [email protected]…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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