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intellicents Expands Its Financial Planning Practice
intellicents is expanding its commitment to financial planning services for the American worker with the addition of Connor Peterson as a new Financial Consultant.
“Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, our passion is to also help the 99% that compose the core of the American workforce and who are presently underserved by the wealth management industry,” commented Brad Arends, Co-Founder and CEO of intellicents. “Towards this end, intellicents is putting together a growing team of professionals to tackle this issue through workplace financial wellness, and Connor is a great addition.”
Peterson is a graduate of the University of Minnesota and Marquette University Law School, and has concentrated her legal practice on estate planning. “intellicents’ focus on personal financial management is a natural complement to my background,” she said. “And even though this organization is over 40 years old, there is almost a startup vibe around here. It’s really exciting to be part of such a progressive firm that is taking a fresh look at a real issue in the United States, and has an innovative 5-step program to deal with it. I am thrilled to be part of it.”
“Our assets under advisement are approaching $4 billion; and personal financial management assets under advisement have grown 500% in the last two years,” added Matt Twedt, President of Personal Financial Management at intellicents. “We now have personal financial management professionals in both of our Minnesota offices, all three of our Iowa offices, and our Kansas City office. The firm has grown from three locations to seven, including the most recent in Des Moines and Pella, Iowa and Tacoma, Washington; with our advisor team jumping from nine to twenty-two with the addition of Connor. She is a perfect complement to our team.”
“This business plan was put together based on the insight and feedback we receive from clients and valued business partners,” said Arends. “From this we identified a real need to not only assist the wealthy and affluent with their financial goals, but to help the typical American worker get their financial house in order. That is our mission here at intellicents, and we invite other like-minded advisors and employers to join us in this crusade to put together a workplace financial wellness process that really works to overserve the underserved.”