LinkedIn Bios:
HEADLINE:
Invest In Your Life. We’ll Do The Rest. | Wealth Administrator & Event Coordinator at Wealthquest
ABOUT:
I’m a bit of a Swiss-army knife.
Growing up in a single-parent home, my mother showed me that the best leaders are servant-leaders.
That’s been the foundation of my career path and the biggest asset to my work ethic.
My desire to meet and exceed expectations was established at my first job out of high school with Walt Disney World.
From 2013 up until the fall of 2020, I directed my children's homeschool education. I spent the following months looking for the next step in my career.
I earned a Life and Health Insurance license the following spring and worked part-time and independently with AllState.
With my diversified background in art and graphic design, I hope to bring new ideas to the table with the clients in mind.
The milestones they share with us inspire me.
Ultimately, I want to share the vision of the company I’m at and truly align with a team for a hands-on, collaborative experience -I've found that at Wealthquest.
jshehane@wqcorp.com
513.530.9700
www.wqcorp.com
FEATURED:
Wealthquest Website
www.wqcorp.com
Invest In Your Life. We’ll Do The Rest.
https://vimeo.com/311469290
All Under One Roof
HEADLINE:
Invest In Your Life. We’ll Do The Rest. | Wealth Advisor at Wealthquest
ABOUT:
I learned just how much sound, personal financial principles can do for a family at a young age.
I chose a career that would allow me to help families achieve or maintain the same financial and emotional stability my family always prioritized. A feeling I don’t think I’ll ever get over is watching someone transition throughout our time together to gain this newfound confidence over financial decisions and have that peace of mind.
I’ve been in this industry for two years now, but I’ve already learned so much simply by connecting with my clients face-to-face. Within the next year, I plan on obtaining my CFP®.
When I am home, I want to be present serving my family and placing their needs above my own. When I’m at work, I want to serve my clients in the same way.
Looking to the future, I hope to continue serving my clients with excellence and place their needs above my own.
smartinez@wqcorp.com
513.530.9700
www.wqcorp.com
FEATURED:
Wealthquest Website
www.wqcorp.com
Invest In Your Life. We’ll Do The Rest.
https://vimeo.com/311469290
All Under One Roof
Website Bios:
Lindsey’s Bio:
From a young age, Lindsey Meredith knew how to work and save for what she wanted. She started investing with her dad when she was only in middle school and helped turn around a failing restaurant while working as the general manager.
She then went on to earn her Bachelor of Science degree in business from Virginia Tech University and a CFP® Certification from the College of Financial Planning.
To Lindsey, acquiring more and more money is never the point of someone’s story. She envisions a legacy for her clients that embodies who they are and how money empowered them to live their most fulfilling life.
After three years as a financial advisor for Wells Fargo, Lindsey joined the Heritage Wealth Management team in 2018.
Lindsey channels her love for her work into the betterment of her clients. She believes that they can use their money to become the people they were always meant to be, free of financial burdens.
Katie’s Bio:
Katie Silfies brings a fresh perspective to her role as Client Service Associate. She has a unique desire to understand the “why’s” of her day-to-day tasks, making her a better decision-maker and efficient in her work.
Ever since she was young, Katie had a passion to serve people and often volunteered through school or other community organizations. She thrives on her natural and effective ability to interact with various types of people.
At the start of her days, Katie hopes to make the process of carrying out client needs as seamless as possible-not just for the clients but for the financial advisors on her team. She relishes in knowing someone’s day was made easier by her hard work and enthusiasm for serving those around her.
Katie looks forward to serving the next generation of clients who will carry on their family’s financial heritage. She also hopes to maintain a healthy work/life balance as a mom so she can be present for her kids as they grow up.
Yvette’s Bio:
When Yvette is asked how she ended up in her current role, she answers: “by complete accident." When she first interviewed with Heritage Wealth Management, Yvette thought she was applying for a different job than the one she accepted.
But it is by no mistake that she shines and excels in her role. Yvette earned her experience working with people from all different backgrounds during her time as a substitute teacher. She loved her students, just as she loves the clients she helps every day.
Competitive by nature (even if only with herself), Yvette never leaves a task incomplete. Whether it be assisting with trades, opening accounts, or troubleshooting, her patience empowers her to fulfill every responsibility- beyond what is expected.
Her appreciation for serving others makes Yvette a unique asset to the team.
Jeff's Bio:
When Jeff was just 16 years old, he opened his first Roth IRA with the money he saved picking up golf balls at a local driving range. At the time, Jeff didn’t think much of that decision. It wasn’t until he saw that most of his peers didn’t look at money the way he had learned to, given that they spent money as soon as they made it.
Jeff is a graduate of the Farmer School of Business at Miami University. Before joining Raymond James in 2014, Jeff worked as a financial advisor at Merrill Lynch. Prior to his time in the financial services industry, he served as area director for Young Life, a nonprofit ministry for teenagers in Hilton Head Island, South Carolina. Jeff still considers the low country his home away from home and would love to help you plan a trip or even a retirement to sunny Hilton Head.
As a Certified Financial Planner, Jeff finds the most joy in connecting with his clients past the numbers and the planning. He finds that while he starts new client relationships with estimates and figures, eventually, he finds himself with a meaningful connection that spans beyond financial decisions.
Having such a personal bond with his clients separates Jeff from the average financial planner, allowing him to dig deep and really learn who his clients are. For Jeff, it is a blessing to step back and see his clients' newfound peace of mind concerning their financial future amidst so much uncertainty.