Tucker Chief Canine Officer A LITTLE MORE ABOUT TUCKER:Tucker works tirelessly to ensure his hooman team remembers to take stretch breaks throughout the day.
Wade Smith Financial Mentor A LITTLE MORE ABOUT WADE:Wade M. Smith is a seasoned engineer, working in the field for 47 years. Personal Finance was always a passion of his. Now into his retirement years he successfully completed the series 65 exam to be a qualified advisor for 3rd Decade ® participants. Wade has been…
Jeff Locke, CFP® Financial Mentor A LITTLE MORE ABOUT JEFF:Jeff Locke, CFP®, is an Advisor with AWM Capital. He earned a B.S. in Economics and Certificate in Personal Financial Planning from UCLA. During his previous career as an NFL player, Jeff educated his teammates in personal finance and investing, finding his passion for helping others…
JEFF EMMINGER, CFP® Financial Mentor A LITTLE MORE ABOUT JEFF: Jeff joined Greenway Wealth in November 2018 as Director of Financial Planning. Jeff was drawn to personal finance as a vehicle to empower people, and he enjoys helping lift the weight of financial burden so clients can pursue what’s most meaningful to them. He began…
Natalie Foy, CFA Financial Mentor A LITTLE MORE ABOUT NATALIE: Natalie Foy is an Associate Advisor and firm CFO for Greenway Wealth. Most recently, she was a Managing Director and credit analyst on the Loan Sales and Trading desk at Citizens Bank. Prior to that, she held several roles at Bank of America Merrill Lynch,…
Garrick King Financial Mentor A LITTLE MORE ABOUT GARRICK: Garrick is a Senior Client Service Associates at Financial Symmetry. Garrick is currently enrolled in the CFP® program. Garrick grew up in Clayton and graduated from Campbell University with a degree in Trust and Wealth Management and a minor in Finance. Garrick enjoys golf, volunteering with…
Christian Polanco CFP® Financial Mentor A LITTLE MORE ABOUT CHRISTIAN: Christian is a Senior Client Service Associates at Financial Symmetry. He joined their team in January 2019 and is a direct point of contact for their clients. Christian helps with more complex client scenarios, and he is currently enrolled in the CFP® program. Christian was…
Rachel McCullough Financial Mentor A LITTLE MORE ABOUT RACHEL:Rachel is a Financial Planning Associate at TCI Wealth. Through her work in accounting and consumer loans, she found her passion in helping others build a healthier financial life. Rachel is a candidate for CFP®. Rachel earned her degree in Personal Financial Planning at Kansas State University.…
Marshall Riebe Financial Mentor A LITTLE MORE ABOUT MARSHALL:Marshall Riebe, FPQP™, is a Financial Planning Associate at TCI Wealth Advisors. He earned his Bachelor of Arts degree in Psychology at the University of Arizona. In his free time, Marshall enjoys watching University of Arizona sports. He also participates in sports and likes to travel and…
Addison Adelberg Financial Mentor A LITTLE MORE ABOUT ADDISON:Addison Adelberg, FPQP™, is a Financial Planning Associate at TCI Wealth Advisors. Addison earned his Bachelor of Science in Business Administration with a major in Finance from the University of Arizona. Addison is passionate about helping clients with investment and financial guidance to keep them on track…