Matthew Schuller, President & Founder of BrightPath Wealth Management, has 17 years of experience in the financial industry.
He wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a fiduciary, which he takes very seriously. You will hear him say that most people have a product not a plan. Working with Matthew, you will see there is a big difference on what he considers a plan compared to others.
Matthew is driven to share his financial and retirement knowledge with the general public as a successful, published book author and contributor to Kiplinger. He also travels the country as a keynote speaker to enlighten audiences on retirement and financial topics.
He is a devoted husband and father of two little boys. During his free time, he enjoys family time and coaching basketball.
Martin and Laurie Crowe have been married for 49 years and have two children, a son, Matthew, a public school administrator, who is married to Jennifer, a Nurse Practitioner specializing in mental health.
They have two children Arya, their daughter who is 8 years old and a son Quintin who is 7. Their daughter Jesyka, a daycare provider for small children is married to Brice, a manager in retail stores and has a son Adrian who is 5 years old.
Laurie and Martin have been Insurance Brokers for 17 years, specializing in helping their clients who are seniors with their Medicare needs. Medicare is very confusing and people need help navigating the many issues that arise as people select the Medicare Plan that best suits them.
As Brokers they represent all the plans available to their clients. They have assisted hundreds of clients and serve their clients all year around. When problems arise it is important to have someone you can call to deal with complex issues.
Brad and Margaret have been married for 34 years and have resided in Grand Junction for 29 years. They have two children: Hannah, a software engineer in Boston, MA, and Ben, a 2D animator residing in Grand Junction with his wife, Rachel, a filmmaker and photographer.
Brad has been a public high school English teacher for 33 years. He is a musician and an author. Margaret was an NICU nurse for 26 years, and now owns a health and wellness business. Their business enterprises led them into a love for financial planning and helping others plan for a confident financial future.
Brad and Margaret specialize in helping clients create a solid financial plan through the proprietary investment mechanisms in which Brightpath Wealth Management specializes. They are committed to walking with their clients through every step into a brighter future, particularly for those desiring to retire with the assurance of income, investment, and liquidity. When problems arise, it’s good to be able to rely on advocates with your best interests in mind, and that is the Thomas’ passion.
Main Office:
9200 Indian Creek Parkway, Suite 564
Overland Park, KS 66210
Grand Junction:
1114 North 1st, Suite 103-117
Grand Junction, CO 81501
Little Rock:
11524 N. Rodney Parham Rd., Suite 4
Little Rock, Arkansas 72212
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. BrightPath Wealth Management and CreativeOne Wealth, LLC are not affiliated.
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