Faces of 49: Atlanta Financial Professional, Cole McKelvey
We had the chance to sit down with Cole McKelvey, one of our financial professionals at 49 Financial in Atlanta and hear more about the impact he is making in the financial services industry. For Cole, one of the most rewarding aspects of working in finance is seeing the difference he can make in people’s […]
Faces of 49: Austin Financial Professional, Jacob Roos
At 49 Financial, our financial advisors utilize their expertise to guide clients toward their financial goals. Jacob Roos, a dedicated financial professional in our Austin office, is an incredible example of this. With a passion for fostering meaningful relationships and a genuine desire to help others, Jacob brings a fresh perspective to the world of […]
Faces of 49: NW Arkansas Financial Professional, Luke Heiligenthal
Luke Heiligenthal, an Arkansas-based financial professional, has found his calling in guiding families toward financial clarity and helping them achieve their dreams. He is grateful for the community and culture at 49 Financial that enables his growth and development. For Luke, the most rewarding part of being a financial professional lies in the sense of […]
Choosing Entrepreneurship at a Young Age with Founder & CEO Travis Penfield
Is it wise to start your career as an entrepreneur, or should you choose a more predictable path? Our CEO Travis Penfield shares his personal story of embracing entrepreneurship at a young age. LISTEN TO THIS EPISODE ABOUT THE GUEST Travis Penfield Travis Penfield is the Founder and CEO of 49 Financial. Travis graduated Magna […]
Maximizing Your College Experience with Jeff Pickering
How can you make the most of your college opportunities like jobs, internships, and other programs? Our guest Jeff Pickering has extensive experience work with students and he shares some insight in this episode. LISTEN TO THIS EPISODE ABOUT THE GUEST Jeff Pickering Jeff Pickering is Director of Academic programs at the American Enterprise Institute. AEI […]
Faces of 49: Atlanta Advisor, Caleb Borders
At 49 Financial, we pride ourselves on the talent and commitment of our team. One of our standout advisors is Caleb Borders, based in our Atlanta office. Caleb has a passion for serving others through financial planning, making him a huge asset to the company. When asked why he decided on a career in financial […]
Prioritizing Growth in Your First Job with Dr. Meg Jay
On this episode we are joined by Dr. Meg Jay, who is breaking down why it’s important to choose a job after school that prioritizes growth. Your twenties are a time of incredible learning, and the extent to which you take advantage of that season impacts the rest of your life. LISTEN TO THIS EPISODE […]
Faces of 49: Austin Advisor, Hayden Baker
Today, we want to highlight one of our advisors, Hayden Baker, who works in our Austin office. Hayden’s dedication to his clients and his passion for finance continue to make him an invaluable member of our team. We’re excited to share more about him and his work here at 49 Financial. One of our core […]
Faces of 49: Atlanta Advisor, Brooke Etheridge
Meet Brooke Etheridge, an Atlanta-based advisor here at 49 Financial. We had the chance to hear from Brooke as she shared what led her to the financial services industry, how she cares for her clients, and her appreciation for 49’s culture. Brooke’s genuine interest in people and her knack for numbers made stepping into the […]
Faces of 49: Houston Advisor, Jimmy Henry
Meet Jimmy Henry, one of our dedicated financial advisors in our Houston office. We have loved getting to hear more of his heart for the career, his clients, and our team. When asked why he decided to pursue a career in financial services, he shared, “I realized I had a passion for finance early in […]
