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Tekmen Wells LLC

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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Hakan E

CFA®

New York, NY

Tekmen Wells LLC

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Private / alternative investments Concentrated stock management Options & derivatives strategies
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Tracy N

Series 63, Series 65

New York, NY

Tekmen Wells LLC

Tracy Nixon is a financial advisor at Tekmen Wells LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Tekmen Wells, Nixon has been affiliated with Goldman, Sachs & Co. since 1989. Tekmen Wells provides asset management and financial planning services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm primarily delivers portfolio management through a wrap-fee program using a diversified mix of investment vehicles and employs due diligence on third-party managers via the Envestnet platform.

Private / alternative investments Concentrated stock management Options & derivatives strategies
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