Michael W. Obenauf joins workforce to extend personalised service to clientele
Chris Smith Investments, situated in Payson, has formally merged with Scottsdale’s Wilde Wealth Administration Group, an unbiased monetary companies agency that gives complete retirement, funding, actual property, insurance coverage, authorized and tax planning companies all below one roof.
By means of the merger, Chris Smith Investments will formally change its identify to Wilde Wealth Administration Group, based on a press launch.
“This identify change comes after a number of years of partnership between our companies. Like us, they’re proudly Arizona owned and operated,” stated Chris Smith, who based Chris Smith Investments in 2004 after working within the trade within the area since 1992.
“I initially met Trevor Wilde in 2005, and in 2015 we formally affiliated with them so as to add depth to our bench and develop on service choices for our purchasers. Altering the identify is smart to raised replicate our affiliation each externally and internally.”
Mr. Smith, together with all different members of the Payson workforce, will stay of their similar roles, and there can be no interruption of service to any purchasers within the space.
Michael W. Obenauf, an unbiased funding adviser consultant with Wilde Wealth Administration Group, has moved to Payson to help Mr. Smith because the agency continues to develop. In his function, Mr. Obenauf will deal with wealth administration, retirement revenue planning and asset safety planning whereas persevering with to offer distinctive service to all purchasers.
“Michael is a coach at coronary heart, truly teaching youth hockey in his spare time, in actual fact. His strategy to consumer service is to teach versus dictate, speaking to every consumer versus at them. That, mixed with perception within the significance of tailoring funding methods and actuarial science to successfully accomplish distinctive monetary planning wants, makes him an ideal match for our Payson workforce,” stated Trevor Wilde, the managing director of Wilde Wealth Administration. “An avid outdoorsman already in love with the realm, he jumped on the likelihood to make this transfer.”
Mr. Obenauf earned his Bachelor of Science diploma from the College of Wisconsin-Milwaukee and is a valued member of the Arizona workforce. Group minded, Mr. Obenauf is a member of the Scottsdale Energetic 20-30 Membership. The group is comprised of 50 males between the ages of 20 and 40 which can be enterprise and group leaders.
The first focus of the group is philanthropic fundraising to help native youngsters’s charities. As soon as established in Payson, he appears to be like ahead to comparable group engagement and volunteerism alternatives, the press launch said.
Along with Mr. Obenauf, the workforce will proceed to work intently with Mr. Wilde himself, who was not too long ago named to Barron’s annual checklist of high 1,200 advisors nationwide and No. 1 general in Arizona.
That is Mr. Wilde’s 12th consecutive 12 months being honored and highest rating thus far.
In keeping with Airpark resident Mr. Wilde, who based Wilde Wealth Administration Group along with his father, Invoice, in 2003, the mission for the Payson workforce in addition to the remainder of its workplaces throughout Arizona and Indiana is two-fold: to supply boutique, personalized funding planning recommendation, and to supply purchasers expanded in-house service choices from fellow unbiased specialists within the fields of authorized, taxes, danger administration, household companies, actual property and insurance coverage.
“Collectively, the workforce is ready to not solely take all of the items of a consumer’s monetary puzzle and manage them, however use them to construct a stable basis that can serve not simply the consumer, however his/her household for generations to come back,” stated Mr. Wilde.
For extra, go to www.wildewealth.com.