I'm passionate about helping you be all you can be, especially if you’re in the business of helping others. I specialize in helping therapists with a Purpose Power Plan™ for their finances.Have you found yourself:- Scared because of money trauma? - Having a bunch of goals but no clear direction?- Wondering if there’s another way you could make an impact?- Wishing for guidance from someone who is trauma informed?A Purpose Power Plan™ allows you to:✔ Have the clear purpose for you to move towards.✔ Feel empowered about the financial decisions you make.✔ Have the tools to impact people beyond your practice.✔ Break free from limiting beliefs.By reorienting how you view your finances, you'll be able to fuel your purpose. The best part is all of this can be done virtually; I was utilizing virtual appointments years before COVID. Let’s book a call and see if our goals are in alignment and if there’s a good fit.https://calendly.com/modernwealth-dillon/15-minute-chat
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Founding PartnerMy Modern Wealth Jun 2024 - PresentThe Modern Wealth story starts like yours:A desire for something betterAs practicing advisors with decades of experience, we began to see a pattern. Families we cared about were getting stuck in outdated systems, oversold on products, and left in the cold by advisors. It just didn’t sit right.This frustration sparked a dream. We envisioned a modern approach to wealth – one centered on collaboration, not solo acts. We dreamed of building a team dedicated to empowering families to live their values and build a lasting legacy.That dream became Modern Wealth.
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Wealth Management AdvisorTerrawealth™ Sep 2022 - May 2024TerraWealth creates a community of support for advisors, by advisors. By understanding the wants, needs, and desires for everyday hard working Americans, TerraWealth provides the tools and resources to scale a full service wealth management practice in a uniquely distinct way. -
Investment Advisor RepresentativeThompson Financial Group Jul 2013 - Sep 2022At Thompson Financial Group, we believe that sound communication and education between you and your valued advisor fosters an environment for growth and success. Thompson Financial Group advisors support a diverse and varied clientele, from business owners and executives to retirees and individual investors. This allows our advisors to continually enhance their skills and depth of knowledge to meet the vast array of needs Thompson Financial Group clients present.
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Campus Ministry InternCru May 2015 - Jun 2016Orlando, Fl, Us -
Summer StaffRiverview Construction May 2012 - Oct 2012
Dillon Kazemi Skills
Dillon Kazemi Education Details
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University Of Wisconsin-Green BayHistory/Arts Management -
University Of Wisconsin-Stevens Point
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D. C. Everest Senior HighHigh School
Frequently Asked Questions about Dillon Kazemi
What company does Dillon Kazemi work for?
Dillon Kazemi works for My Modern Wealth
What is Dillon Kazemi's role at the current company?
Dillon Kazemi's current role is Bringing purpose out of financial chaos..
What schools did Dillon Kazemi attend?
Dillon Kazemi attended University Of Wisconsin-Green Bay, University Of Wisconsin-Stevens Point, D. C. Everest Senior High.
What skills is Dillon Kazemi known for?
Dillon Kazemi has skills like Nonprofit Organizations, Team Building, Christian Leadership, Leadership Development, Public Speaking, Team Leadership, Financial Services, Sales Management.
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