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
Hi, I'm Larry McClanahan, Principal of SecondHalf Planning &, Investment. SecondHalf is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half. If you're within 5 years of retirement or recently retired, I can help you: - Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources, - Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and - Manage and protect your wealth through tactical portfolio management, freeing you from the burden of research and watching markets.…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
Brandon M. Schoeppler is licensed as a financial advisor and is based out of Tampa, FL. He actively holds the following credentials: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Retirement Consultant (CRC), Certified Investment Management Analyst (CIMA®,), and Accredited Wealth Management Advisor (AWMA). Financial Advisor Credentials: CFA&,reg,, CFP&,reg,, CRC&,reg,, CTFA, AWMA&,reg,, AAMS&,reg,…show more
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
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
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
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