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Navigating Mediation And Wealth Management With Financial Advisors

Apr 2nd, 2024 Podcast

Gregg Keele is a Certified Divorce Financial Analyst (CDFA) and Managing Partner at Torchlight Resolutions, a team of financial specialists and mediators helping high-net-worth individuals navigate financial and legal situations. He is also a Private Wealth Advisor and a Managing Partner at Clearwater Private Wealth Advisors, owned by Ameriprise Financial Services, LLC. Gregg leverages over 25 years of experience as a financial advisor to analyze settlement proposals and forecast settlement income or growth. His wealth management expertise has earned him numerous accolades, including Forbes Best-in-State 2024 and Five Star Wealth Manager from 2013-2023. Gregg has been featured on Bloomberg Live and co-authored the book Leading Advisor.

Nate Hacker is a Certified Divorce Financial Analyst (CDFA) and Mediator at Torchlight Resolutions. As a Registered Domestic Relations Mediator, Nate started his career as a defense attorney before pivoting to family litigation. With nearly 20 years of experience in the industry, he is dedicated to educating parties in a resolution process to help minimize conflicts and unnecessary litigation. In addition to his responsibilities as an attorney, Nate is a licensed small-sided soccer referee and a volunteer Guardian ad Litem at Kids’ Voice of Indiana. He is a member of the Hamilton Bar Association and the Indianapolis Bar Association.

Source: https://hurstlimontes.com/2024/04/ep-13-navigating-mediation-and-wealth-management-with-financial-advisors/

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