Jason Garoppolo is licensed as a Financial Avisor, employed by Allstate Financial Services, LLC, and is based out of Groton, CT.
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
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
As an Oppenheimer Financial Professional, Michael Dickstein aligns each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. Michael focuses on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.…show more
Stephen Ambrosini is licensed as a financial advisor and is based out of Cardiff By The Sea, CA. Ambrosini is the owner of 2020 Financial Advisers of Cardiff by the Sea, LLC.…show more
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
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
Eric Hutchinson, the president of Hutchinson Financial, is a Certified Financial Planner professional, an Accredited Investment Fiduciary, a Chartered Life Underwriter and a Chartered Financial Consultant with over 25 years of experience in the areas of Financial Planning, Investments, Estate Planning and Tax Planning. He frequently speaks on financial topics to groups throughout Arkansas and has appeared on television for national networks (Bloomberg Television in New York) and local (NBC, CBS, ABC and FOX) affiliates. Professional affiliations include the Financial Planning Association, the Certified Financial Planner Board of Standards and the Investment Management Consultants Association. He is a graduate of Leadership Arkansas, sponsored by the Arkansas State Chamber of Commerce.…show more
I enlisted in the United States Marine Corps when I was seventeen years old primarily because I knew I needed to grow up. Yes, I wanted to do something that would make my parents proud, and yes, I wanted to see the world, but at a deeper level, I was mature enough to know that I needed to do something difficult that I couldn’t quit without serious lifelong consequences. By the time my college-bound high school classmates were getting their first semester report cards I was living in a barracks in Okinawa, Japan; before they had time to earn their bachelor’s degrees, I had served in the Marine Expeditionary Unit during Desert Storm, married, and become a father. My own father’s untimely death when I was twenty opened my eyes to the power of both life insurance and the magic of compound interest. I knew I had found my professional calling after I entrusted Dad’s life insurance proceeds with an uncle who was a financial advisor. Watching my uncle’s handling of my money led me to read books about stocks, investing, and how to make my money work for me. I listened to self-help gurus like Napoleon Hill and Jim Rohn, both of whom are favorites to this day. I became a licensed financial representative a year later and cut my professional teeth making cold calls and working centers of influence in the community. My wife Brenda would tell me that my son Conner, who was then two, would stand on the front couch looking out the window to see if Daddy was coming home. Too often he was in bed by the time I arrived. I eventually became the vice president of a broker-dealer and ultimately, a firm principal responsible for not only my business, but also for the business of over twenty other advisors. As a more experienced advisor, I let my general securities license lapse in order to function as a “fiduciary,” which holds me to a higher standard. I am now an investment Advisor Representative and hold a Series 65 license. As a fiduciary, I am required to place the client’s best interest first, unlike a general broker who simply must prove a transaction or security is “suitable.” Today, as president of Trajan Wealth, I run the business and my interactions with clients with military precision and always keep an eye out for Irish Pennants. An Irish Pennant is a naval term that means a loose end of a line, or a hanging thread on clothing. After four years of inspections in the Marine Corps, a department of the Navy, where our superiors would constantly inspect our lockers, beds, living quarters and especially our uniforms, I have an appreciation for the small things in life that can have a big impact. I evaluate my client’s financial portfolios like a good military uniform — with no lose threads. As much as I love my work, finance and insurance aren’t my only passions. I love spending time with Brenda and our two children: Conner, who just got his learner’s permit to drive and Brianna, a competitive cheerleader. Outside the office you can find me skiing, working out, fishing, hunting or playing golf (way over par). Whatever I do, I integrate my passion for life, freedom, family and finance with the structure and discipline I learned in the military.…show more
Chase Floyd is licensed as a financial advisor and is based out of Houston, TX. Floyd works for Floyd Financial Services.