Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

Timothy Menez is a ChFC® credentialed financial advisor with 35 years of industry experience. He has worked at Capital Management Advisor Group, LLC since 2019 and previously spent six years with Cetera Advisor Networks LLC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed insurance products, including life and annuities. Capital Management Advisor Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary portfolio management and standalone financial planning, tailoring investment strategies to client goals and risk tolerance through a range of securities and private investments.

Chelsea Kirst is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. She has experience working at Empower Financial Services, Ally Invest Securities, E*Trade Securities LLC, and SecurityNational Mortgage Company, spanning nearly a decade in the financial services industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Arthur Engelage III is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Berkshire Hathaway H.S. Utah Properties and GolfTEC. 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 advisory programs and investment strategies through a large network of financial advisors and branch offices.

Stephen Spaulding IV is a financial advisor with Edward Jones in Park City, UT, holding CFP®, ChFC®, and Series 66 designations. He has 15 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.