Financial Advisor – 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

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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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The Unexpected Path from Pharmacy to Financial Advising with Andrew Muska (Ep. 19)

By Financial-Flight-Academy | August 16, 2023

By turning complexity into clarity, we empower clients to make better financial decisions that align with their goals.

In this episode, co-hosts Jon Schuetz and Brent Connelly invite Andrew Muska, the newest member of the Soar Wealth Strategies team, to share his intriguing journey. Andrew’s story, from his humble beginnings working at a local pharmacy to his flourishing career in financial advising, is a testament to resilience, passion, and a deep-seated love for both numbers and people.

In this discussion, Andrew reveals:

His early influences and experiences that shaped his views on money
His initial dream of working at CVS Pharmacy and the lessons he learned about forming personal connections and delivering stellar customer service
His leap from pharmacy to banking, driven by a keen interest in numbers, and his subsequent evolution into a financial services professional
His daring move from New York to Nebraska for love, and the new professional opportunities this decision unlocked
His decision to join Soar Wealth Strategies, his admiration for the firm’s independence and collaborative approach, and his vision for serving his clients
And so much more!

Resources:

Foster Brooks

Connect With Andrew Muska:

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About Our Guest:

Andrew Muska is a skilled financial advisor with an unconventional background and a unique perspective on money management. His journey, marked by resilience, adaptability, and a love for numbers, has been characterized by distinct career shifts that have informed his approach to finance.

From an early age, Andrew exhibited an interest in understanding money, driven by key influences and experiences during his childhood. Andrew’s deep-seated passion for numbers drew him towards banking. His transition from Pharmacy to Financial Services represented a significant shift but ultimately paved the way for his evolution into a financial services expert.

Throughout his career as a financial advisor, Andrew has faced the challenges of building a client base and navigating the complexities of finance head-on. His determination and commitment to his clients’ financial success have been instrumental to his success. Andrew’s most recent career move brought him to Soar Wealth Strategies, where he values the firm’s independent and team-based approach to wealth management.

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Understanding Insurance With Michael Gibbons (Ep. 4)

By Financial-Flight-Academy | January 11, 2023

Insurance is an essential part of financial planning, but when shopping around for insurance coverage you may come across various products that can be confusing. Understanding the different types of insurance can help you make the best coverage decision according to your needs.

At Soar Wealth Strategies we don’t do insurance coverage but it’s certainly a part of our comprehensive process to make sure our clients and listeners are informed.

In this episode, we are joined by Michael Gibbons, an insurance agent at Advantage Insurance Agency with over a decade of experience to share some important information about insurance coverage.

Michael discusses:

What proper auto, home and personal liability insurance coverage looks like
His background, internship at Disney and how he became an insurance agent
How he’s helped Soar Wealth Strategies support their clients
What homeowners in Omaha might need to be prepared for regarding their insurance
And so much more!

Resources:

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About Our Guest:

Michael Gibbons has been a licensed agent with Advantage Insurance Agency since 2009.

Growing up in the suburbs of Philadelphia, he graduated and played Baseball at the West Chester University of Pennsylvania (don’t ask him what his pitching record was.) He met his wife in Florida while working at Walt Disney World and soon followed her back to her home state of Nebraska in 2000. Although Michael is a huge Philly sports fan, he LOVES Husker football. He has a daughter and son and loves to watch them play any sport or activity they are in. Michael has extensive knowledge in the Real estate industry and loves to deal with real estate investors!

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

By Financial-Flight-Academy | December 14, 2022

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)

By Financial-Flight-Academy | December 14, 2022

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:

Limra Study

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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