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
A graduate of Gonzaga University's pre-Law program in 1998, Seth Erik Grano has been in the financial services industry for more than 12 years. He began his career in operations as a Desk Trader and Market Maker, where he was one of two traders responsible for the orderly administration of trades and account services for an entire broker-dealer firm. In 2001, he was recruited by a local financial planning firm to spearhead their new office in Henderson, NV. Within 3 years, that office was ranked second in the company for total production and first for customer satisfaction and retention. Seth's focus in his practice has always been the achievement of his clients' most meaningful dreams and goals. Through comprehensive planning and disciplined investment strategy, he believes that any goal may be reached and that any financial situation can be improved. His passion for his clients and their financial education is well-represented in the educational workshops he has presented for many years. Throughout his career, Seth has embraced a philosophy of continuing education for personal and professional growth. He holds his FINRA series 7, 63, 55, and 65 registrations. He also holds his Life, Health, Accident, and Variable Contracts insurance licenses through the State of California Department of Insurance. In addition to all of this, he has achieved the prestigious Certified Financial Planner™ (CFP®) designation, widely regarded as the most comprehensive and rigorous test of financial planning knowledge and professionalism available. Seth was born and raised in the Pacific Northwest, and enjoys the outdoors and exercise in any form. His greatest love is spending time with his wife SuGen and son Ash.…show more
Specialties: Annuities‚ Life Insurance‚ Retirement Planning
Whenever a financial challenge faces your life, it's wise to seek the professional guidance of a financial professional and to ensure you've considered all the factors that may affect your immediate, short- and long-term financial goals. But to whom can you turn for reliable guidance in these matters? If you're looking for an experienced financial professional to help you find solutions to your financial challenges, I can help. I'll strive to maintain a strong relationship with you through every life stage. Together we'll review your insurance needs and goals, adjust strategies as needed, and I will provide you with various options to make sure that we are providing the right solutions to your financial challenges.…show more
Specialties: Annuities‚ Asset Management‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
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
Specialties: Annuities‚ Business Insurance‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
1700 Reisterstown, Suite 207, Pikesville, MD 21208
Timothy J Vanlohuizen is a financial advisor with Sagepoint Financial, Inc., who primarily works with Individuals and High Net Worth Individuals. Timothy Vanlohuizen operates out of Coeur d'Alene, ID. Licenses Held: S6, S7, S24, S63, S65…show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning
1250 Ironwood Drive, Ste. 320, Coeur D Alene, ID 83814
Brian is a well-know financial advisor in Hudson, Ohio. He has experienced many facets of the financial industry as an auditor with a CPA firm, accountant with Banc One Corporation, Inventory Analyst with Bath & Body Works and finally as a Financial Planner and owner of Bishop Financial Advisors. Brian has earned his Certified Financial Planner designations and his Certified Public Accountant/ Personal Financial Specialist. His hard work has placed him in a small category of financial professionals that have achieved this level of expertise. Brian has presented multiple seminars on financial issues to hundreds of attendees and continues to educate individuals on an annual basis. His firm strives to maintain exceptional standards of honesty, integrity and ethical behavior, placing his client’s interests above his own. Outside of the office, Brian enjoys spending time with his wife, Gina, and two daughters, Lila and Edie. He also spends much of his time giving back to the community through his involvement with various volunteer organizations. His hobbies include skiing, running, reading and (someday) golfing. He has passed 2 Principal/Supervisory Exams, 3 General Industry/Product Exams and 2 State Securities Law Exams.…show more
Specialties: Annuities‚ Asset Management‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
After 25 years in the financial services profession, I realized many people working with advisors or managing their own finances weren't aware of or didn’t understand many of the most important topics and questions that need to be addressed to help them make the best financial decisions possible. I started Thoughtful Wealth Management & Tax Advisors as an alternative. We help business owners and families do better. We help them make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size or just find money falling through the cracks that can be re-directed to things they care about. I graduated from the University of Florida with a Bachelor of Science in Business Administration and have CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant designations from the College of Financial Planning and the American College. I live in South Tampa with my wife Emily and our two young sons Finn and Barron.…show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
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