Tag: Financial Advice
Meet Our Co-host Brent Connelly (Ep. 2)

Meet Our Co-host Brent Connelly (Ep. 2)

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Introducing – Brent Connelly, the other half of the dynamic duo on our podcast. Brent’s belief in helping people soar to their own success has made him the leader he is today.

In this episode, we pass the spotlight on to Brent and get to know him a little better.

Brent will share more about his upbringing, education, early experiences with investing and what he plans to bring to this podcast as Jon Schuetz interviews him.

Brett and Jon discuss:

  • How his father taught him the value of a dollar at a very young age
  • What he learned about work ethic after getting his first job at the age of 15 
  • Why he went from pursuing teaching to becoming a financial advisor
  • And more!

Resources:

Connect With Jon Schuetz and Brent Connelly:

About Brent Connelly: 

Brent Connelly is a Partner at Soar Wealth Strategies. He has over a decade of experience in the financial industry and over two decades of experience in business. As an advisor, Brent helps motivated, like-minded families confidently manage their wealth and confront financial uncertainty. He offers clear, straightforward advice through the implementation of actionable and trustworthy strategies.

Brent founded Soar Wealth Strategies with Jon Schuetz in 2022. Prior to going independent, Brent was a limited partner at Edward Jones, where he took pride in serving his clients and coaching new advisors to do the same. Brent’s passion for education and leadership is rooted in his upbringing.

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Welcome to Financial Flight Academy with Brent Connelly and Jon Schuetz! (Ep. 1)

Welcome to Financial Flight Academy with Brent Connelly and Jon Schuetz! (Ep. 1)

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We are preparing for take-off! No need to fasten your seatbelts.

In this introductory episode, Jon Schuetz,  founding partner of Soar Wealth Strategies provides a little background about himself and reveals how he took the leap from television sportscaster to CERTIFIED FINANCIAL PLANNER®.

Interviewed by his co-pilot, founding partner Brent Connelly, Jon answers questions about his upbringing, the concept of this podcast, and Soar Wealth Strategies’s philosophy.

Jon and Brent discuss:

  • How Jon Schuetz went from introvert to television sportscaster and now CERTIFIED FINANCIAL PLANNER®
  • The principles SOAR Wealth Strategies stands by and their process
  • Why managing risk is an important part of every discussion at Soar Wealth Strategies
  • The upbringing that inspired Jon Schuetz to become a CERTIFIED FINANCIAL PLANNER® and how the transition happened
  • And more!

Resources: 

Connect With Jon Schuetz and Brent Connelly:

About Jon Schuetz:

Jon Schuetz is a Partner at Soar Wealth Strategies. As an advisor, Jon provides clients with guidance so they can make informed financial decisions. He is dedicated to empowering his clients, helping them feel understood, informed, in control and secure with all aspects of their financial lives.

Inspired to embark on a career that makes an impact on others’ lives, Jon got his start in the financial industry in 2010 when he started a practice at Edward Jones after leaving a successful 24-year career in the broadcast industry. 

Outside the office, Jon and his wife, Donna, enjoy riding their bicycles. They’ve ridden trails all over the world. They also like playing pickleball, and Jon attempts to play golf without much success.

Donna and Jon are excited to see their children begin their financial journeys. They have two sons that serve in the Air Force. Their daughter is a nurse, and they have been blessed with a grandson.

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