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:

• Putting a value on your value: Quantifying Advisor’s Alpha 
• Survey: Less than half of Americans have savings to cover a $1,000 surprise expense 

Connect With Jon Schuetz and Brent Connelly:

• Soar Wealth Strategies
• Call: 531-867-3400
• LinkedIn: Jon Schuetz
• LinkedIn: Brent Connelly
• Facebook: Soar Wealth Strategies 
• LinkedIn: Soar Wealth Strategies 

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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