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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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Joshua F

Series 63, Series 65

Concordia, KS

American Century Investments Private Client Group, Inc.

Joshua Freeborn is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with American Century Investment Services Inc. since 2015. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, delivering advice through model portfolios managed by an internal investment team with an emphasis on strategic asset allocation and diversification.

Tax-loss harvesting
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Jami S

Series 66

Concordia, KS

Edward Jones

Jami Strecker is a Series 66-licensed financial advisor with Edward Jones, based in Concordia, KS. Jami has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Austin G

Series 66

Concordia, KS

Edward Jones

Austin Graham is a Series 66 licensed financial advisor with Edward Jones in Concordia, KS, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as president of a local real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Luke M

Series 66

Concordia, KS

LPL Financial

Luke Malone is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and operating his own entities, Luke G Malone, LLC and Malone Financial, LLC. Outside of advising, he owns Malone Accounting, LLC, which provides tax preparation and accounting services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and various portfolio management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jesse P

Series 66

Concordia, KS

Raymond James Financial

Jesse Pounds is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2016, as well as at Central National Bank's Wealth Management & Trust Services since 2016 and the Office of the State Bank Commissioner from 2013 to 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable focus on advisory and implementation-support roles.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Linsay V

Series 66

Concordia, KS

Edward Jones

Linsay Van Meter is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2006, serving continuously within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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