Category: IPO

Gaining Financial Health With Tammie Mark (Ep.2)

Gaining Financial Health With Tammie Mark (Ep.2)

Being creatures of habit, we tend to ritualize things, allowing us to use less brain power on them which helps us to be more productive in other areas.

In this episode, Tom Selbo talks about his business model and how Landmark Wealth Management helps cut through the chaos for clients so that they can better their routines to improve their financial health.

Tammie discusses:

  • The 8 areas Landmark Wealth Management helps their clients
  • Why you need to develop a habit in your life
  • The 4 step process when working with clients
  • And more

Resources:

Connect With Tammie Mark:

Connect With Tom Selbo:

About Our Guest:

Tammie joined Thrivent in 2015 as a Financial Representative. Through her life experience of managing and being a business owner, she is able and called to serve clients by helping them be wise with money which allows them to live generously. Tammie and her husband, Rick, are members of St. Timothy’s Lutheran Church and involved with Christian ministries, as well as programs for the homeless in the San Jose area. She is licensed to do business in AZ, CA, and NC.

Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)

Meet Tom Selbo, Partner and Wealth Advisor (Ep.1)

Has your company just gone public, giving you a sudden influx of wealth? Have you been saving for the future and want to be sure you’re managing wisely?

Welcome to Wealth Unlocked with Tom Selbo, partner and wealth advisor at Landmark Wealth Management Group!

In this inaugural episode, get to know host Tom Selbo, as he shares how he got into the business, what he likes to do outside of work and more. Tom explains his ideal client, the type of clients he works with, and how education is a key component of the work he does.

Tom discusses:

  • How he got into the business
  • The two types of clients he works with
  • How he helps to educate his clients about the situations they find themselves in
  • His business philosophy
  • And more

Connect With Tom Selbo: