Why I Work Here: Marie Feindt, J.D.
by Marie Feindt, J.D. on May 29, 2023
It all just makes sense—an inclusive and diverse wealth management firm providing comprehensive planning for financial, estate, business, and tax services customized for each client.
Why I Made the Decision to Join Members' Wealth
by Tim Macarak on May 18, 2023
I believe in our laser focus on client service, shared values, and shared prosperity. We are driven by a passion for helping clients achieve their financial goals on their terms.
Members' Wealth Adds Tim Macarak, CFP®, as Director of Wealth Advisory
by Dane Czaplicki on May 18, 2023
Tim will be an integral part of our team and brings a wealth of expertise in financial advising to his role at Members' Wealth
Why I Joined Members' Wealth: Tim Thomas, COO
by Tim Thomas on May 16, 2023
If you want to go fast, go alone. If you want to go far, go together.
Why I Work Here: Members' Wealth Commitment to Service
by Colleen Mahoney on May 08, 2023
Our mission is to make every interaction a positive experience. We understand that clients can go anywhere, and we want you to choose us.
Choosing Structure Strong Enough to Support the Ideals of Members' Wealth
by Dane Czaplicki on May 03, 2023
A wall will hold a roof, but a wall supported by a flying buttress will hold a cathedral.
Service Stinks: Why is Customer Service So Bad?
by Dane Czaplicki on Apr 24, 2023
Wait a minute, customer service is so bad because it's profitable? We explore our pillars of customer service at Members' Wealth.
Cause I'm the Taxman...
by Dane Czaplicki on Apr 17, 2023
Have you taken the time to sit down and go through all the ways you could save on taxes?
I Am Always Wrong
by Dane Czaplicki on Apr 10, 2023
What Chief Investment Officer tells his clients he's always wrong? Probably the one that's telling the truth.
Knights of the Round Table
by Dane Czaplicki on Jan 30, 2023
Modern or Traditional, Wordmark or Lettermark, Symbol or Picture, Abstract or a Mascot…so many options to choose from. Blend in with everyone or try to stand out. Push the envelope or be conservative.