MSU Wealth Management Association

Thank you for having us! MSU Wealth Management Association

Check out our latest podcast with Juliana Chabot and Joshua Januzelli both seniors, honor students, and highly accomplished finance majors and wealth management minors. Today, we’re diving into internship and full-time career searches, sharing interview tips and tricks, and discussing how to balance school life with professional ambitions. We hope you enjoy! Youtube: https://lnkd.in/gEu7SMve Spotify: https://lnkd.in/gtDVQeTF Apple Podcast: @MSUWMA Podcast

Check out our latest podcast with Nick Nauta, CFP?, CLU?, a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. Listen as Nick shared how he merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Financial Advisors) Youtube: https://lnkd.in/gDGaYKF8 Spotify: https://lnkd.in/gV72sgAf MSUWMA: @MSUWMA Podcast

Check out our latest podcast with Carl Szasz, President of Verde Capital Management. Listen as he shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching. Youtube: https://lnkd.in/gmjUK7xy Spotify: https://lnkd.in/gQ9cXWXW MSUWMA: @MSUWMA Podcast

Reflecting on an incredible experience with the Michigan State University Wealth Management Association during our inaugural roadshow to Chicago!? What an amazing opportunity for our executive board and ten selected members to immerse ourselves in the heart of Chicago's financial district. Our journey was filled with invaluable insights and connections from J.P. Morgan Private Bank, Plante Moran, and Curi RMB Capital. The highlight was meeting Elizabeth DiMonte, CFP?, the visionary founder of MSUWMA, in 2018. Her journey from an MSU student to a successful professional was inspirational for us all.? ? Thank you to all our hosts for their warm welcome and insightful discussions! ? #MSUWMA #SpartansWill Finance Department at MSU Eli Broad College of Business

Check out our latest podcast with Michael Mullenax, CFP?, a Paraplanner for Sigma Investment Counselors. We unpack why Michael believes the CFP and CFA certifications are valuable to pursue early on, the key differences between the CFP and CFA, and the unique advantages the CFA brings to advisors. Youtube: https://lnkd.in/g6tzWpyH Spotify: https://lnkd.in/g4fJ9ZED MSUWMA: @MSUWMA Podcast

Reflecting on an incredible experience with the Michigan State University Wealth Management Association during our inaugural roadshow to Chicago!? What an amazing opportunity for our executive board and ten selected members to immerse ourselves in the heart of Chicago's financial district. Our journey was filled with invaluable insights and connections from J.P. Morgan Private Bank, Plante Moran, and Curi RMB Capital. The highlight was meeting Elizabeth DiMonte, CFP?, the visionary founder of MSUWMA, in 2018. Her journey from an MSU student to a successful professional was inspirational for us all.? ? Thank you to all our hosts for their warm welcome and insightful discussions! ? #MSUWMA #SpartansWill Finance Department at MSU Eli Broad College of Business

Check out our latest podcast with Michael G. Robinson, CFP?, former Executive Vice President at Huntington Bank, with over 27 years of experience at JP Morgan prior to that! Mr. Robinson shares insights on his journey in wealth management, what drew him to the banking side of the industry, the importance of aligning with a company’s culture, as well as gives valuable advice for students seeking internships or full-time jobs in this field. Youtube: https://lnkd.in/gqCqA3zh Spotify: https://lnkd.in/gN5nmsQD Apple Podcast: @MSUWMA Podcast

As I prepared to present to the students of my alma mater, something clicked. Our value to our clients is the same as that to our new talent – we are there from start to finish to make an impactful difference. What allows us to do this? We are a boutique sized firm that cultivates collaboration with the resources and talent of a large corporation. Who do we have to thank for that? Our founder Timothy Herbert, RICP?, MSA for laying the foundation, each and every team member here Herbert Financial Group, as well as our partnership with LPL Financial. I hope this came through in our presentation to the MSU Wealth Management Association on Tuesday. Thank you for having Michael Reiterman and I, what a turn out! We are hiring for the Financial Planning Coordinator (Paraplanner) position and Financial Planning Intern. If you are interested in making a difference at both the client level and firm level, email your resume to [email protected]. Both are ever evolving! *MSU Students* Here is the HFG Careers Page on Handshake- https://lnkd.in/gu637S33. Interviews on campus at MSU are 10/24 so don’t wait. ???

Check out our latest podcast with Dr. Preston D. Cherry, AFC?, CFT?, CFP?, a founder of Concurrent Financial Planning! Dr. Cherry shares insights on balancing work life with money and advice for future financial professionals. Youtube: https://lnkd.in/eWS3Wh5V Spotify: https://lnkd.in/eKBVqGNA Apple Podcasts: https://lnkd.in/eTYBqN_N