Lone Wolf Financial, LLC is an independent financial advisory firm focused on giving personalized attention and advice to both individuals and small businesses. At Lone Wolf, we help our clients get clear about what’s important to them and work through “Action Plans” to help them accomplish their goals.

Through a supervisory capacity, I worked with numerous representatives and advisors to learn and understand their business. Conversations were focused around how they built their practice, the size and compensation structure of their business, and keeping them current on regulatory issues/changes.

While working at Principal, I worked directly with individual participants of 401(k) plans. When speaking with individuals, I walked them through basic investing concepts, the advantages and disadvantages of withdrawing money through loans or distributions, as well as processing specific trade requests.