Welcome to our very first blog post! Each month we will discuss a variety of topics to provide financial education in a manner that’s both informative and easy to process. We're excited to share our journey with you, and what better way to kick things off than by telling you how we met and why we decided to work together. In this post, we'll take you back to 2017 when we met and share why we decided to team up.
Zack was about a year and a half into his financial advising career, in the early stages of building his practice. To put it bluntly, it was a struggle initially, learning the ins-and-outs of the industry and finding out how to separate himself from other advisors. Kelsey had been working as an assistant to a financial advisor throughout her college years at Oakland University. After graduation she joined the firm Zack was working at. It did not take long to realize that we had a lot in common as Zack was focusing his business on working with teachers, ironically in the same school district that Kelsey graduated from.
After doing a few meetings and marketing events with each other, we realized just how well our skillsets complimented each other. A light bulb went off. Instead of having to fill all the roles necessary to be an advisor individually, we could leverage each other’s strengths and create a more well-rounded financial practice for our clients by officially becoming a team. Over the next few years, our practice expanded to the point where we were able to open our own firm by launching NextGen Wealth Services in 2023.
Sometimes the best collaborations happen when you least expect them. That was certainly the case when we first crossed paths. Creating our partnership wasn’t just a good business idea; it was about a shared vision, trust, and a belief that we could create something bigger and better together than we could by ourselves. We hope that you enjoyed reading our story as much as we’ve enjoyed living it. Next week we will dive into our first financial topic, the foundation for building a strong financial plan.