Business Owner – Financial Flight Academy

Providing an Elite Client Service Experience with Penny Kreikemeier (Ep. 23)

By Financial-Flight-Academy | October 11, 2023

Looking for ways to not only create but foster client relationships?

Join Jon Schuetz and Brent Connelly as they chat with their Senior Client Relationship Manager, Penny Kreikemeier to find out how she does that.

Penny shares her upbringing in a small town in Nebraska and her introduction to the financial world through her parents. They discuss the transition from banking to the financial industry, the importance of follow-up in client service, and Penny’s excitement about advancing her career and studying to be a licensed financial advisor.

Penny discusses:

Her journey from a small town in Nebraska to a continuously evolving financial world
How she creates and nurtures long-term client relationships
The value of continued education and “following up”–no matter what field you’re in
Her work ethic, and love for being organized
What makes her a successful client relationship manager
And more

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Penny Kreikemeier is a Client Relationship Manager for Soar Wealth Strategies. Penny strives to provide the highest level of service possible. She is very knowledgeable in all the administrative and operational duties of running an office. Whenever clients have needs or questions, she follows through in an accurate and timely manner.

Prior to Soar Wealth Strategies, Penny was Senior Branch Office Administrator for Jon Schuetz for more than 10 years. Together they built long-lasting client relationships and helped clients reach their financial goals. Penny’s love for numbers originally led her to a career in banking, but helping people reach their financial goals in retirement has become her passion.

Penny and her husband Adam have four children: Grace, Isaac, Eli and Chloe. They spend a lot of time running to various activities and creating memories that will last a lifetime.

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From Tunisia to the Tech World: A Journey of Resilience and Success with Karim Khayati (Ep. 22)

By Financial-Flight-Academy | September 27, 2023

If you think the American dream is dead, this episode is probably going to change your mind!

In this episode, Jon Schuetz and Brent Connelly interview Karim Khayati, the Director of Architecture and DevOps at Aya Healthcare, who shares his journey of immigrating from Tunisia to the US and his career in technology.

Karim emphasizes the importance of education, setting goals, and having a support system. The conversation also touches on the Tri-Faith Initiative in Omaha, which promotes unity among different faiths.

Karim discusses:

His story of pursuing and achieving the American Dream
The role of education and focusing on career development in his journey through a strong support system
The evolving relationship between healthcare and technology and his role in the industry
The tri-faith initiative in Omaha which focuses on bringing together different faiths and creating unity
And more

Connect With Karim Khayati:

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

As a seasoned technologist with diverse skills, Karim has established himself as a thought leader and mentor in the tech industry. With expertise in strategic planning, systems architecture, data engineering, and agile transformation leadership, he has a track record of delivering large-scale cloud-based solutions that address mission-critical business needs.

Karim’s ability to navigate complex change management processes and develop solutions architecture has made him a valuable asset to organizations seeking to innovate and stay ahead of the curve. Whether working on product development or leading teams to deliver cutting-edge solutions, he brings a passion for excellence to everything he does.

With a focus on mentorship and collaboration, Karim is committed to helping others grow and develop their skills. By leveraging his experience and expertise, he aims to inspire the next generation of leaders to tackle complex challenges and drive innovation in the tech industry.

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Year-End Tax Planning Guide With Aundrea Bricker (Ep. 3)

By Financial-Flight-Academy | December 28, 2022

With the tax season around the corner, now is the best time to work with a tax professional to help you implement effective strategies that could help you reduce your taxes.

In this episode, Jon Schuetz and Brent Connelly are joined by Aundrea Bricker, CPA and co-founder of Bricker Accounting and Tax Services, LLC. Aundrea shares the strategies you can use to reduce not only your current taxes but future taxes as well.

Jon, Brent and Aundrea discuss:

Why you should make tax planning a year-round activity
How capital gains are properly taxed
How to maximize your HSAs (Health Spending Accounts)
Effective strategies advisors, individuals and businesses can use to make sure their accounts align
And more!

Resources:

Connect With Aundrea Bricker:

LinkedIn: Aundrea Bricker

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Aundrea’s love for accounting started early in life. She was introduced to the ten key at the age of 12 while helping her father maintain the books for the family nursing home business. Despite this early childhood exposure to green bar paper, Aundrea chose accounting as the focus of her higher education. During her final year of education, Aundrea also worked as an intern for Blackman and Associates PC. She joined the firm full-time upon completion of her bachelor’s degree in 1996.

Aundrea continued to grow professionally at the same CPA firm for 18 years. In 2013, Aundrea formed Bricker Accounting and Tax Services, LLC. She continues to support her clients with the same exceptional service, dedication, and professionalism that she has demonstrated throughout her entire career.

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