Indianapolis Registered Investment Advisory
Firm
INDIANAPOLIS, June 19,
2024 /PRNewswire/ -- Sheaff Brock recently added
two new portfolio consultants to its client solutions team:
Emily Begeman, who brings a decade
of financial industry experience, and Matthew Potter, who brings close to a decade. As
portfolio consultants, both Emily and Matthew will help Sheaff
Brock clients achieve their financial goals through building
long-term relationships and educating them on portfolio
performance. Both strive to work collaboratively with clients to
understand their unique aspirations, taking that knowledge to
develop tailored investment strategies and reallocate portfolios to
align with clients' goals and objectives.
Prior to joining Sheaff Brock, Emily worked at Schwab, having
transitioned from Derivatives Trading Specialist to her role as a
Private Client Advisor. While there, Emily worked directly with
clients, providing strategic financial planning to maintain
portfolios that matched their unique investment goals. Continually
gauging the impact of life events on her clients' investment needs,
she helped new investors ease into investing, assisted clients in
preparing for and transitioning into retirement, and helped high
net worth clients meet their complex investing needs. She also
oversaw the ongoing maintenance of her clients' portfolios and
performed market analysis to look for any additional investment
opportunities.
Matthew began his career journey as a high school math teacher,
where he developed the skill to break down complex topics into an
easily understandable format for students, a skill he put to use in
his next role as Derivatives Trading Manager at Charles Schwab
& Co. While in this role for close to a decade, Matthew
developed an in-depth understanding of derivatives trades,
executing options and future trades for clients and educating them
on the intricacies of derivatives strategies. Matthew then
transitioned to Schwab Wealth Advisory, where he worked as an
Associate Wealth Advisor, helping create financial plans and make
portfolio recommendations to clients.
"Both Emily and Matthew have a wealth of experience in helping
clients throughout their financial journeys plus an extensive
knowledge of derivatives. So, we're looking forward to offering
their wisdom to our clients who are currently using our option
overlay strategy to seek additional income," says Dave Gilreath, Sheaff Brock Managing Director
and Chief Information Officer. "We're very excited for them to be
on board."
About Sheaff Brock:
Sheaff Brock is an
SEC-registered, fee-only independent investment firm striving to
enhance portfolios of growth- and income-oriented investors,
managing $1.5 billion in assets
nationwide as of 03/31/2024. Managing Director David Gilreath
contributes investment commentary to CNBC.com,
ThinkAdvisor, Medical Economics, and Financial
Advisor magazine.
For more information please visit sheaffbrock.com. Please read
our SEC regulatory disclosure here.
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SOURCE Sheaff Brock Investment Advisors, LLC