2017 Recruitment Recap
At Kestra Financial, we’re regularly looking to partner with sophisticated, upstream independent advisors eager to grow their business. 2017 presented no shortage of these opportunities, as we were lucky enough to have met and onboarded several talented advisors and their teams.
Reflecting on 2017, we wanted to highlight some exciting recruitment news from this past year.
When we first met Jason Dudum and his team at Dudum Financial, we were blown away by the firm’s expertise in asset management and estate planning, not to mention their niche in employee benefits management for the golf and private club industries. It was clear that Dudum Financial had made a name for itself in these specializations and was ready to take their business to the next level.
Since joining our platform, Dudum Financial has taken full advantage of our advisor technology. We’re proud of their growth and looking forward to seeing the firm continue to soar in 2018 and beyond!
The Strategic Wealth Management Group
In March, we helped an experienced group of advisors band together to establish a new financial advisory practice. The Strategic Wealth Management Group was founded by Jeremy Swank, ChFC; Rob Danuloff, MBA; Rob Hassmann,; Greg Kibler, CFP, CPA, CLU, ChFC, AEP; and Debbie Williams, AAMS. With a combined 85 years of industry experience, The Strategic Wealth Management Group affiliated with Kestra Financial because they were confident in our ability to support their growth and to provide the tools necessary to implement thorough financial plans for clients.
MidAtlantic Retirement Planning Specialists
Thom Shumosic, CFP®, AIF®, and his team at MidAtlantic Retirement Planning Specialists are among the most recent additions to our platform. The firm has specialized in providing retirement planning services since the 1980s, and consults on both individual and company 401(k) plans. The team’s client-first approach, positive reputation and industry experience made them well-positioned to take advantage of our resources.
MidAtlantic Retirement Planning Specialists is now equipped with the technology needed to continue serving clients’ retirement planning needs and expand their reach.
It’s been a busy year for Kestra Financial. We’d like to thank our affiliated firms for their support in 2017 and look forward to growing together in the New Year. Be sure to check the blog for a mid-year recruitment update later in 2018.