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Gain Access To 401(k)s Now

00:28:00

Jul 14, 2020 10:50 AM

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Speakers

Rick Rumelhart
Managing Director @Aegis Wealth Management
As Managing Director for Aegis Wealth Management, Rick was instrumental in the creation of the advisor platform and technology stack Aegis Wealth Management provides to its talented advisors. With and integrated CRM, proprietary risk profiling tool, proprietary proposal generation system, investment analytics, portfolio construction tool, including the very first index annuity capability, and an all-inclusive account aggregation tool. We are an advisor focused, insurance friendly and always put the client first type of firm.
Brendan Falls
VP, Business Development @GeoWealth
Brendan leads sales and distribution efforts in the Central Midwest and Pacific Northwest regions of the United States, focusing primarily on direct to advisor and key account relationships. In addition to working with existing firms and advisors, Brendan also works with “Breakaway Advisors” from the wirehouse and IBD channel to set up new RIAs supported by GeoWealth.