Tag: Team

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Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)

Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)

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Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with.

Aaron discusses:

  • How his client base has evolved over the years
  • The importance of multigenerational financial planning
  • Solutions he provides to business owners 
  • The truth about money and emotions 
  • Insights into his team’s new Florida operations
  • Why you should never hesitate to ask for help if you feel unsure about your financial future
  • The scientific and artistic components of financial planning 
  • And more!

Resources:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

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Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)

Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)

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With nearly 28 years of experience in the financial industry and a strong passion for helping clients achieve their financial goals, Aaron Schenkman, RFC®, is a valued member of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, you’ll get to know Aaron and his journey to becoming a financial advisor and managing partner at Kuttin Wealth Management.

Aaron discusses:

  • His core values, guiding principles, and approach as a financial advisor
  • The value of working with a financial advisor
  • Types of complex financial situations he helps clients with (i.e., his areas of focus)
  • The greatest differentiating factor in financial services
  • And more!

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

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Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

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In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!)

Ashley discusses:

  • How she enjoys spending her time outside of work
  • Brief introductions of her team members — and how they contribute to the practice’s client experience
  • Reasons why more female professionals are actively seeking financial guidance
  • The biggest financial challenges she believes Americans might face in the future
  • And more!

Resources:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

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Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)

Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)

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Ashley Lang joined the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, nearly 18 years ago when the financial industry was highly male-dominated.

In this episode, you’ll get to know Ashley better, both personally and professionally, including her journey to becoming a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley discusses:

  • Her top two core values that serve as her guiding principles
  • Why female advisors are well-positioned to serve clients
  • The importance of financial planning during different stages of life (especially retirement)
  • How she breaks down the financial process step by step to make it less overwhelming
  • And more!

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

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The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)

The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)

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We believe that people can benefit from getting to know the advisor better before they start working with them.

Hence, we are dedicating this episode to introducing you to the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, David Dick, financial advisor and managing partner at Kuttin Wealth Management, introduces you to various members of our team (spread across multiple locations throughout the country) while unveiling the value each of them adds to our client experience.

David discusses:

  • How our ‘diamond approach’ creates a strong support structure for our clients
  • The roles, qualifications, and strengths of different members of our team
  • How we adopt a goal-based approach to financial planning
  • Our seasonal planning model to help clients remain organized and up-to-date with their finances
  • And more!

Resources:

Connect with David Dick:

Connect with Jonathan Kuttin:

About Our Guest:

David Dick joined Ameriprise in 2004. He became a district manager in 2005 and later became a P1 Field Vice President in 2007. David spent the next three years rebuilding an office in Portland, OR. Then he got an offer to lead a franchise channel for Texas and New Mexico as a P2 Franchise Field Vice President. David did that from 2011 to January 2020. At which point his “lottery ticket hit,” and joined the Kuttin Wealth Management family. David is happier than he has ever been in the financial services industry. 



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Get To Know Our Beachhead Leader, David Dick (Ep. 14)

Get To Know Our Beachhead Leader, David Dick (Ep. 14)

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At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we have our very own “beachheads” to help us develop future teams and expand our reach.

In this episode, you’ll get to know one such beachhead advisor from Texas, David Dick, managing partner at Kuttin Wealth Management. David provides insights into his personal and professional life so that the next time you engage with him, you’ll know him more than just as a financial advisor!

David discusses:

  • How he found his calling to enter the financial services industry
  • A brief introduction to his team of professionals and their experience in financial services
  • His best advice to friends, family, clients, and fellow advisors
  • The mantra that keeps him motivated in life
  • And more!

Resources:

Connect with David Dick:

Connect with Jonathan Kuttin:

About Our Guest:

David Dick joined Ameriprise in 2004. He became a district manager in 2005 and later became a P1 Field Vice President in 2007. David spent the next three years rebuilding an office in Portland, OR. Then he got an offer to lead a franchise channel for Texas and New Mexico as a P2 Franchise Field Vice President. David did that from 2011 to January 2020. At which point his “lottery ticket hit,” and joined the Kuttin Wealth Management family. David is happier than he has ever been in the financial services industry. 



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