FORVIS Private Client™ advisors Carlee Lynn, CFP®, and Zach Swartz, CFA®, join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here’s what they discuss:
- Who are Carlee and Zach and how did they get into the finance industry? @00:57
- Who and what are the Wealth Accumulation Team? @04:54
- It takes a multidisciplinary team @08:15
- A real-world example with serving physicians @10:26
- How to know if you need a financial advisor @12:42
- Jargon and other common challenges @16:35
- Planning for phases of life and competing goals @19:40
- What if I feel uncomfortable talking about finances? @24:20
- Three top tips from Carlee and Zach @26:58
- What Carlee and Zach enjoy most about what they do @32:01
- Closing thoughts @33:36
The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax, and related solutions provided by FORVIS, LLP.
MORE ABOUT OUR GUESTS
Zach Swartz, CFA®has more than 16 years of experience assisting high-net-worth families and institutions with their investment management and wealth planning needs. As a FORVIS Private Client advisor, he is responsible for risk analysis and portfolio management, including portfolios of individual stocks and bonds, mutual funds, and institutional portfolio managers. Zach also serves on the FORVIS Wealth Advisors Investment Committee, which determines the firm’s investment strategy.
He is a Chartered Financial Analyst® (CFA®) charter holder. The CFA® charter is an internationally recognized designation obtained by completing a three-year program with studies in equity analysis, fixed-income analysis, portfolio management, accounting, economics, derivatives, and ethics.
Zach is a member of CFA Society Kansas City and CFA Institute. He also is a member of Springfield Area Chamber of Commerce’s The Network. He volunteers with the efactory accelerator program, helping companies through a 12-week program to grow their business.
He is a 2008 magna cum laude graduate of the Honors College at Missouri State University, Springfield, with a B.S. degree in finance and a minor in economics.
Carlee Lynn, CFP® coordinates financial services with investment, tax, retirement, and estate planning as a FORVIS Private Client advisor. She also assists clients with integrating personal goals for retirement and education savings into a financial plan that is created while being mindful of taxes and estate planning.
She is a Certified Financial Planner™. She is also a member of the wealth accumulation team, providing financial planning services to individuals and families who are building their wealth.
Carlee is a 2019 graduate of Missouri State University, Springfield, with a B.S. degree in financial planning and risk management/insurance.
Connect with Carlee on LinkedIn
GET MORE SIMPLY TAX®
We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
A complete archive of our episodes is available on our website and YouTube playlist.
We’d love to hear from you! Email feedback and questions to SimplyTax@forvis.com.
Connect with Damien on social media!
LinkedIn | Twitter | Instagram | YouTube