It’s about relationships, not transactions®. More than a catchy slogan, this statement of purpose holds us to core values that set us apart from other firms and is essential to helping improve our clients’ financial decision-making.
I’m grateful for the opportunity to listen to clients and then help them achieve the outcomes they want. Everyone in my industry wears their years like battle scars, so I’ll tell you this is my 27th year in my industry, after receiving a finance degree from Iowa State University.
I don’t know all the answers for you, but I know a lot of really outstanding questions. When listening to you, it becomes clear what you value and what you may be concerned about. From this foundation, we may build a partnership together. Technical expertise is a strength of mine, however, I’ve learned to appreciate how critical good communication is in an advisor/client relationship.
I’m very intentional in seeking long-term partnerships. To me, this means:
- Both parties communicating clearly and forthrightly in all matters.
- Discussing money issues strategically. What is the purpose of your money?
- Financial solutions consistent with your values and objectives.
- Communicating and meeting mutual expectations. (Doing what we say we will do!)
As an industry leader, I mentor and coach independent financial advisors around the country through the PCA Advisor Network.
Nick Thiede graduated from Michigan State University with a degree in International Relations and also earned his MBA from Oakland University. Nick has been working for Wealth Advisory Group since November of 2016. He enjoys spending time with his family and dog, relaxing up north, and hunting and fishing in the great outdoors.
I’m a Texas native that is now a proud Carolinian! My husband Clinton and I enjoy going on travel adventures everywhere with our two sweet boys. New experiences give me joy and energy, particularly if they involve delicious food! Oh and I love to laugh!
As a Financial Advisor on Ryan’s team, I am involved with case design, strategic planning, client communication and all things associated with clients making financial decisions in their best interest. I’d been in the financial industry for nearly a decade when I met Ryan and his team. I’m very excited to be a part of an independent firm helping others in a way consistent with my values.
My values are simple but powerful. I believe open communication, empathy, and respect are the keys to every successful relationship. This is true in business and in life. I’m driven by a desire to serve and spread joy as often as possible.
Ken is an OSJ Manager of Geneos Wealth Management Inc. and the Chief Compliance Officer/Investment Policy Committee member of Capital Asset Advisory Services LLC. With over 20 years experience in the financial services industry, Ken has worked for banks, wirehouses, independent broker dealers and insurance companies. He holds Series 7, Series 9, Series 10, Series 63, and Series 65 securities registrations and a Life, Accident, and Health license. Ken is responsible for new advisor development and oversees investment advisor and broker/dealer compliance along with the operations of Capital Asset Advisory Services. A native of Michigan, Ken currently resides in Franklin, MI. He has lived in five states including 4 years on Wall Street. A proud Eastern Michigan University Eagle, Ken’s hobbies include hunting, fishing, and spending time with his wife and four children.
CIMA, CFP, ChFC
Jonathan is a Certified Financial Planner and is also the Portfolio Manager for the Wealth Advisory Group Registered Investment Advisory firm. He received a B.S. from The Ohio State University in 1985 and a Masters degree in Business from Central Michigan University in 1994. He is Series 6, Series 7, Series 26, Series 63, Life, Health, and Variable Contracts licensed. He is a member of the Investment Management Consultants Association and has attained their Certified Investment Management Analyst (CIMA®) certification. Jon is married with two daughters.
I have almost 30 years experience as an executive administrator. My primary purpose is to serve our fantastic clients when they have account questions or want to make any changes. I answer phones, greet guests at our office, host our fun and friendly events, and handle the hundreds of tasks that come up when you work on the dynamic team here at PCA!
When not with my PCA family, I enjoy spending time with my husband, Craig, our son, Dustin, and our grand-puppy, Tucker. I enjoy going to the beach and mountains, but Jamaica is where my heart is.
I’m originally from Upstate New York, but we moved to South Carolina in 2004. It’s been the best decision!
My role at PCA is to ensure our client experience is exactly as it should be! Whether it’s sending PCA’s monthly newsletter, registering guests for our fun and friendly events, or proactively reaching out to our clients, you can bet I’m involved in some way!
I joined the PCA team in October of 2007, with a background in marketing and corporate communications. I quickly recognized I thrive most when telling Ryan where to go (that’s why I handle his calendar!) and handling a million different tasks at once! The Scheduling Coordinator role suits me well, as you can imagine. Everyone at PCA is obsessed with client service, and I’m behind the scenes making sure we all do our best.
When I manage to tear myself away from work (not as easy as you might think, since I work from home!), I enjoy spending time with my family, traveling to places with palm trees and going to the gym.