Mixed

Wealth Building for Surgeons

10/26/2018
10:00 AM - 3:15 PM

Sponsored By: 

As a veterinary surgeon, there are numerous financial issues and questions that can arise over the course of your career. Some can be more prevalent when you are first starting out, and others can arise over the course of time. Learn about issues such as income protection, saving and investments, tax reduction strategies, business operations, and debt management.

Presentations:

Jeremy Dicker

Founder & CEO
One Wealth Management

“The most important thing we can do to make a difference in people’s lives is to treat them well,” says Jeremy Dicker as he states the simple yet powerful credo thats guided his financial services career. “It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish,” he explains.As a Founding Partner of One Wealth Management, a boutique financial services firm based in Santa Monica,Jeremy’s vision has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment, in which every client is made to feel as important as they really are. One Wealth is the realization of that vision, and it justly makes him proud. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team: “Our goal is to do a better job at servicing the client than anybody else,” he says.Jeremy openly shares that he experienced hardship at a young age. But it is precisely those experiences that shaped his drive and motivation. He started in the industry the day before his eighteenth birthday, moved out on his own, and worked his way to the top while going to college.“I consider myself fortunate to be capable, able-bodied and able-minded, and in a position today to help people through my work,” he says. “I have a deep-seated desire to make sure we take the very best care of our clients.”Jeremy is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports.Jeremy is a member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Entrepreneurs’ Organization, and is a Los Angeles Five Star Wealth Management.

Presentation(s):

Send Email for Jeremy Dicker

Kevin Stokesbary

Wealth Advisor
Northwest Wealth Strategies

Kevin Stokesbary
Wealth Management Advisor

Kevin has excelled in direct partnership with MassMutual Seattle for just over 14 of his 15 years of experience and service in the financial arena. An expert in actuarial science and tax efficient wealth building strategies, Kevin focuses on developing long-term, collaborative partnerships with the top-level executives, professional athletes, business owners and medical professionals he serves. His commitment to creativity and individualized care are unmatched, giving his clients the peace of mind, sense of security and confidence to achieve their financial goals. He delivers candid recommendations and transparent strategies grounded in trust and commitment to excellence, availability and genuine interest in the overwhelming success of his clients.

Devoted husband, father, and youth sports coach, Kevin graduated from Pacific Lutheran University in 2000 where he received degrees in International Business and Finance. Consistently achieving top merits in the financial and insurance services arena since, Kevin has become an AAX committee member for Washington state, as well as a national council member committed to giving back to the community around him. Stokesbary has made it his life’s mission to educate and equip his clients, upcoming leaders and entrepreneurial visionaries with the tools and insights that serve as the keystone to their success in both the public and private sectors.

Presentation(s):

Send Email for Kevin Stokesbary

Bay Wrightnour

Managing Partner of Investment Services
One Wealth Management

Presentation(s):

Send Email for Bay Wrightnour

Kevin Stokesbary

Wealth Advisor
Northwest Wealth Strategies

Kevin Stokesbary
Wealth Management Advisor

Kevin has excelled in direct partnership with MassMutual Seattle for just over 14 of his 15 years of experience and service in the financial arena. An expert in actuarial science and tax efficient wealth building strategies, Kevin focuses on developing long-term, collaborative partnerships with the top-level executives, professional athletes, business owners and medical professionals he serves. His commitment to creativity and individualized care are unmatched, giving his clients the peace of mind, sense of security and confidence to achieve their financial goals. He delivers candid recommendations and transparent strategies grounded in trust and commitment to excellence, availability and genuine interest in the overwhelming success of his clients.

Devoted husband, father, and youth sports coach, Kevin graduated from Pacific Lutheran University in 2000 where he received degrees in International Business and Finance. Consistently achieving top merits in the financial and insurance services arena since, Kevin has become an AAX committee member for Washington state, as well as a national council member committed to giving back to the community around him. Stokesbary has made it his life’s mission to educate and equip his clients, upcoming leaders and entrepreneurial visionaries with the tools and insights that serve as the keystone to their success in both the public and private sectors.

Presentation(s):

Send Email for Kevin Stokesbary

Jeremy Dicker

Founder & CEO
One Wealth Management

“The most important thing we can do to make a difference in people’s lives is to treat them well,” says Jeremy Dicker as he states the simple yet powerful credo thats guided his financial services career. “It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish,” he explains.As a Founding Partner of One Wealth Management, a boutique financial services firm based in Santa Monica,Jeremy’s vision has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment, in which every client is made to feel as important as they really are. One Wealth is the realization of that vision, and it justly makes him proud. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team: “Our goal is to do a better job at servicing the client than anybody else,” he says.Jeremy openly shares that he experienced hardship at a young age. But it is precisely those experiences that shaped his drive and motivation. He started in the industry the day before his eighteenth birthday, moved out on his own, and worked his way to the top while going to college.“I consider myself fortunate to be capable, able-bodied and able-minded, and in a position today to help people through my work,” he says. “I have a deep-seated desire to make sure we take the very best care of our clients.”Jeremy is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports.Jeremy is a member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Entrepreneurs’ Organization, and is a Los Angeles Five Star Wealth Management.

Presentation(s):

Send Email for Jeremy Dicker


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