When Remie Longbrake, founder of Prosper Pathways, thinks of wealth, a few things come to mind. He sees opportunity for not only a sound financial livelihood, but also good health, being happy with one’s accomplishments, and knowing a difference is being made to better ourselves and those around us. That difference is what truly sets […]
Features Region: Midwest
Advanced Wealth Management Group
Est. reading time: 4 mins
In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]
Strategic Wealth Partners
Est. reading time: 3 mins
As far back as junior high school, David Copeland’s friends and family recognized him as being good with money. In fact, he recalls a time in ninth grade when, randomly and offhandedly, his buddy mentioned that he wanted him to manage his money someday. While Copeland quips that it was “presumptuous that he would have […]
Kenneth and Lori Heise – Heise Advisory Group
Est. reading time: 4 mins
A one-time construction engineer turned financial adviser, Kenneth Heise sees similarities between the two seemingly dissimilar professions. “We now talk about building a fiscal house as opposed to building a physical structure,” says the founder and president of the St. Louis-based independent retirement planning firm Heise Advisory Group. “It’s a similar thought process, helping to ensure […]
