I fix things. My specialties are financial planning, financial literacy education, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction projects, meetings, sentence construction, culinary disasters, and academic difficulties. I wish I were like Samantha of the TV show Bewitched and could just twitch my nose to repair everyone's problems. Unfortunately, no magic erupts when I twitch my nose. I help clients using my knowledge, experience, and hard work...although I like to think that our working together has its own magic. My work as a financial literacy educator, financial planner, investment advisor, professor, teacher, copy-editor, writer, presenter, negotiator, researcher, and office manager in a diverse cross section of business, educational, and government organizations has helped me gain the depth of knowledge needed to advise my clients in all aspects of sound financial planning and investment. I have been described as a fast, cheerful, flexible worker who rapidly resolves unexpected problems and project difficulties. I manage work quality and time based on guidelines provided and use my talents to provide customers with top-notch service.…show more
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas. He received his J.D. (Juris Doctor) from The University of Tulsa College of Law in Tulsa, Oklahoma, and his LL.M. (Master of Laws) in Taxation from The University of Florida Levin College of Law in Gainesville, Florida. Ryan holds law licenses in Texas, Oklahoma and Florida. Prior to joining Ifrah Financial Services, he practiced corporate law, tax law, and estate planning for a law firm in Tulsa, Oklahoma, followed by a position as Chief Legal Officer for an insurance marketing agency in Dallas, Texas. Additionally, he has experience as a tax consultant where he helped small and mid-size business owners with entity restructuring, asset protection, corporate retirement plans, employee benefits planning, health care planning, succession planning, and estate planning. Ryan and his wife, Saretta, live in the Dallas area. They have one daughter, Laila. Ryan is a member of the Addison Midday Rotary Club and he enjoys playing golf in his spare time.…show more
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in Economics from Miami University and a MBA from the Ohio State University.…show more
At Bridgewater Asset Management, Chris assists in developing clients’ financial plans and designing and managing their investment portfolios. Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved to Edward Jones, where he traded and analyzed packaged bond investments, and helped clients build their fixed income portfolios. Chris has earned an Honors BS in Business Administration (Finance) and an Honors BA in English from Saint Louis University, a certificate in Financial Planning from DePaul University, an MBA from Webster University, and a Graduate Certificate in Portfolio Management program from the College for Financial Planning. Additionally, Chris is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation was granted after extensive training in financial and estate planning, insurance, investments, taxes, employee benefits and retirement planning, and passing a rigorous national exam. This professional designation requires continuing education and adhering to the CFP Board’s Standards of Professional Conduct.…show more
Mark D Holmertz is a financial advisor with Lpl Financial LLC, which primarily works with Individuals and High Net Worth Individuals. Mark Holmertz operates out of Libertyville, IL.
Dennis Zeimet is a financial advisor with Raymond James Financial Services Advisors, Inc primarily works with Individuals, High Net Worth Individuals. Dennis Zeimet operates out of Tulsa, OK.
John “Jack” Reutemann Jr. is a trailblazer in the financial services industry. He’s not only the founder and CEO of Research Financial Strategies, but he’s also a pioneer in modern investment strategies and a nationally recognized expert whom clients and other financial advisors seek for advice. With more than 40 years of experience as a registered representative, Jack has spent the last 25 years developing Research Financial Strategies into a multi-state Registered Investment Advisory organization. The firm is known for avoiding declines in the last four major stock market corrections, and it specializes in providing investment advice using a proprietary methodology that leverages technical analysis. Jack is a frequent guest and expert contributor for CNBC, Fox News and other national media outlets. As co-founder and co-instructor of No More Pies, he helps educate financial advisors and stockbrokers on technical analysis and risk management. He was also an early advocate for the use of exchange-traded funds (ETFs) as a lower cost and more efficient substitute for mutual funds. Jack is a native Washingtonian – he attended St. John’s Military High School and earned his bachelor’s degree in economics and finance from the University of Maryland. He takes an active role in his community by supporting many charitable causes. Jack and his wife Toni live in Potomac, Maryland, where they raised five children and are currently spoiling their grandchildren.…show more
William Fortner is a financial advisor with Lincoln Financial Advisors Corporation primarily works with High Net Worth Individuals, Individuals. William Fortner operates out of San Ramon, CA.
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
At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice. As a Stifel Financial Advisor, I can help you assess your current financial situation and tailor a plan to help you reach your financial goals. Together, we can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance. If you like personally knowing the individual guiding your investments, please call, stop by my office, or send me an e-mail, and let me show you how Stifel can serve your individual investment needs.…show more