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
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
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
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
When my time comes I would like not to have to say “I wish I would have.” The reality for most of us is that there will be a list of things we’ll look back on. Some great. Some, not so much. That philosophy is foundational in my practice. We can plan for what we would like to happen based on things we can control. But there are lots of things we can’t control, which leads us to the process of making choices. Those choices can make all of the difference in completing the financial puzzle or limiting the impact when an unplanned event happens. At the same time, tomorrow is promised to no one. Yesterday, is the past. Today, is a present. Tomorrow is a gift. An Advisor’s job is to assist the people that depend on us to find a balance so they don’t say “I wish I would have.”…show more
Lance S Heisler is securities broker with Northwestern Mutual, which primarily works with Individuals. Lance Heisler operates out of Mobile, AL.
Born in Washington, D.C., and grew up in Waldorf, Maryland. I have memories of my childhood, running my own Kool-Aid drink stands, mowing lawns for $10, cutting hair and learning how to string tennis rackets just to make a few bucks. I tried many different business ventures since my childhood, and always loved the challenge of how money works. I was fortunate to have a loving mom, talented younger brother, and a father who was like the Vince Lombardi of the hearing impaired community at Gallaudet University, Dr. & Coach Minter. Losing him at the young age of seventeen, meant one thing, continue his Legacy on your own. Life has never come easy for me, but I was blessed to have a loving, supportive family, and through my father’s teachings a winning attitude instilled in me. This has allowed me to overcome whatever challenge I am up against. Finishing up at the University at Buffalo with a Financial Analysis degree at night, while foregoing my senior year of tennis on scholarship, was one of my toughest decisions in life. A decision I hoped would help change many other lives, like my father. There I began in the financial services business in 1997, while still in college. My life’s passion for the way money worked could now help families and individuals prepare and prevent what my family and so many go through financially when things change overnight. I have helped educate thousands of individuals and small business owners over the years about the financial strategies that have proven to be successful and continue to show people how money works. In 2001, my vision to create a Financial Firm that truly works for you began and Mintco Financial was born in Buffalo, NY. In the summer of 2011, the stars aligned when I had the opportunity to meet my partner, Lloyd Schneider. He had everything that I didn’t have but shared the same values, ethics, and vision that I had. Most importantly, he had the experience and expertise to provide our clients the solutions that concerned them the most. So in 2012, we decided to create a nationwide agency together, and continue to build upon the brand and reputation Mintco Financial established over the past decade, and relocated to Sunny Florida. Having a chance all these years to learn from you and your life’s struggles, I decided to write a book to educate all children and walks of life. The book is called I-Plan, in hopes that everyone in America will someday have the chance to read and implement their own. If my dream were to happen, I am confident the heart of America’s financial problems can be prevented for many generations to come, it’s a simple read with simple solutions. I am blessed with a beautiful and healthy family that keeps me very grounded about where real happiness comes from. I have achieved many certificates, received recognitions, have had articles published in Magazines and Newspapers, interviewed for TV shows, invited to speak at many Community Programs over the years (you can view my resume online)…but for you, what really matters is that I put my heart into everything I do. I am competitive (I played tennis and sports growing up at a very high level) and have always had the WILL to Win in all aspects of my life. We will win for you. To make you, your family, and our future’s lives happier. “TOGETHER WE MAKE POSSIBLE HAPPEN.”…show more
James Thomas is a financial advisor with Securities, primarily works with Individuals, High Net Worth Individuals. James Thomas operates out of Colorado Springs, CO.
As a wealth manager/investment adviser representative, I strategize with private families on the best way to build/preserve their wealth and generate predictable cash flow throughout the retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with group assets of $1m -$50m. Certified Plan Fiduciary Advisor…show more